Workflow
Customize your pipeline
Every business tracks clients differently -- a photographer's stages aren't a pet groomer's. Set up yours below, by hand or with AI.
✨ Generate with AI
Describe your business and we'll draft a pipeline tailored to how you actually work. This replaces the stage list below -- review and tweak it before saving.
Stages
This is what shows on your Pipeline board, in order. Existing leads move to the closest stage in this list when you save.