Know what your pipeline is worth - at a glance

Our Sales Pipeline gives you a live, visual dashboard of every lead. As opportunities move, your key numbers update too - helping you prioritise the right work and protect profitability.

See sales pipeline value: Weighted value updates by stage probability

Track outcomes: Win/loss is clear across stages

Stay flexible: Create the stages that match your process

Why teams switch to Sales Pipeline for Lead Manager

Spreadsheets and rigid stage lists make it hard to see where deals are stuck and what to do next. Our Sales Pipeline lets you:

Customise your stages: create unlimited lead statuses that match your sales process

Prioritise easily: keep high-value leads front and centre

Track conversion confidence: add probability percentages per stage (0–100%)

Reduce admin: update pipeline status in the moment, not after the fact

What’s included

Active / Won / Lost status types

Drag-and-drop board workflow

Stage probability percentages (0–100%)

Pipeline performance metrics that update with your filters

Who is this for?

Sales teams that need a clear pipeline

If you’re managing multiple leads at once and want a better way to prioritise and progress deals.

Project-based businesses

Especially teams that manage leads and jobs separately—Lead Manager for leads, Job Manager for delivery.

Industries like construction and services

A great fit for teams that need visibility across multiple opportunities and long sales cycles.

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.

Andrew S.

Episode Two

50% Less Admin Time

Spend less time on admin work, more on valuable client work.

We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

Built for Professional Services

Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.

WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.

Rob P.

MAF Associates

Want clearer pipeline visibility?

Sales Pipeline is an add on for legacy plans (Standard / Premium), and included for Pro and Advanced plans.

Contact support for more details.

Any questions?

How is this different from Job Manager Kanban?

Pipeline for Lead Manager is built specifically for sales opportunities (leads). Job Manager Kanban is for delivery work (jobs). You can use both, depending on where your team is in the lifecycle.

Can we create our own stages?

Yes. You can create as many lead statuses as you need, and update them at any time.

Do metrics update when I filter the board?

Yes. Metrics update based on the filters you apply, helping you focus on specific pipelines, owners, or lead segments.

Is Sales Pipeline available on all plans?

Sales Pipeline is an add on for legacy plans (Standard / Premium), and included for Pro and Advanced plans.

Additional features

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FEATURES

Estimating and quoting

Xero and QuickBooks integration

Customisation

Time tracking

Document management

Reporting and dashboard

Invoicing

Lead manager

Job management

INDUSTRIES

Architects

Engineers and designers

Building and construction

Business consultants

Creative agencies

INTEGRATIONS

Xero

Airwallex

Suitefiles

QuickBooks

Google Drive

Box

Hubspot

Dropbox

EzzyBills

Resources

Visit the blog

Watch a webinar

Implementation options - coming soon

Find a partner

WorkflowMAX academy

Visit the help centre

Contact sales

Contact support

FAQs

Stop guessing what your pipeline is worth.

Sales Pipeline

Get a clear, real-time view of your sales pipeline, weighted pipeline value, win/loss, and average lead age - updating as you drag leads through each stage so you can forecast confidently and win more profitable work.

Know what your pipeline is worth - at a glance

Our Sales Pipeline gives you a live, visual dashboard of every lead. As opportunities move, your key numbers update too - helping you prioritise the right work and protect profitability.

See sales pipeline value: Weighted value updates by stage probability

Track outcomes: Win/loss is clear across stages

Stay flexible: Create the stages that match your process

Why teams switch to Sales Pipeline for Lead Manager

Spreadsheets and rigid stage lists make it hard to see where deals are stuck and what to do next. Our Sales Pipeline lets you:

Customise your stages: create unlimited lead statuses that match your sales process

Prioritise easily: keep high-value leads front and centre

Track conversion confidence: add probability percentages per stage (0–100%)

Reduce admin: update pipeline status in the moment, not after the fact

What’s included

Active / Won / Lost status types

Drag-and-drop board workflow

Stage probability percentages (0–100%)

Pipeline performance metrics that update with your filters

Who is this for?

Sales teams that need a clear pipeline

If you’re managing multiple leads at once and want a better way to prioritise and progress deals.

Project-based businesses

Especially teams that manage leads and jobs separately—Lead Manager for leads, Job Manager for delivery.

Industries like construction and services

A great fit for teams that need visibility across multiple opportunities and long sales cycles.

100,000+

50% Less Admin Time

100,000+

Built for Professional Services

Want clearer pipeline visibility?

Sales Pipeline is an add on for legacy plans (Standard / Premium), and included for Pro and Advanced plans.

Any questions?

How is this different from Job Manager Kanban?

Can we create our own stages?

Do metrics update when I filter the board?

Is Sales Pipeline available on all plans?

Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

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