Apps / Run the business

Know which enquiries are actually going to close.

A board of every deal in play, what it is worth, and what happens next. Move a card and the follow-up sends itself. Nobody has to remember anything.

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Pipeline is included in Bluu, $149/month with every standard app.

Shown with Harbor Street, a sample business.

What Pipeline does

Every deal, and what happens next.

Pipeline is a board of every deal you have in play: who it's for, what it's worth and which stage it has reached. Drag a card to the next column, or open it and change its stage. The totals at the foot of each column update as you go.

Each stage can do work on its own. When a deal lands there it can email or text the customer, remind someone on your team, add a note or move the deal on, straight away or up to 90 days later. Move the deal before then and anything still queued is canceled, so nobody who already said yes gets chased.

Every deal belongs to a contact, so its history sits on that person's card. Run as many boards as you need, each with its own stages and its own follow-ups.

Nothing slips

Follow-ups run from the stage a deal is in. Nobody has to remember to chase a quote.

No awkward chasers

Moving a deal cancels whatever was queued for it. A customer who already said yes never gets a message asking if they're still interested.

Numbers you can trust

Won and lost come from the stage, so there's no status to forget. The board and the totals always agree.

At a glance

Everything it does, in plain words.

A board for each process

Sales, referrals, onboarding: as many boards as you need, each with its own stages.

Stages that do the work

Send an email or a text, add a reminder or a note, move the deal, tag it, add a follower, change the owner. Nine things, on their own.

Your timing

Straight away, or up to ninety days later. Checked every minute.

No awkward follow-ups

Leave a stage and its queued follow-ups cancel, so a customer who already said yes never gets a 'still interested?'

Won means won

Won and lost come from the stage, so the board and the numbers always agree.

Tied to the person

Every deal points at a contact, so its history sits on their record.

How it works

From first look to second nature.

1
Start a deal
Press + New deal and pick who it's for from your contacts, or add them on the spot. Give it a name, a value and a stage. Deals can also start from a contact's card, a booking, a chat or a lead.
2
Shape your stages
Open Edit stages & automations. Name each column, say whether it counts as in progress, won or lost, pick its color and drag it into place. Then press Save stages.
3
Add the follow-ups
Under any stage, press + When a deal lands here… and choose what should happen and when. A text two days later, a reminder for the deal's owner, a note on the deal.
4
Move the card
Drag the deal along as things progress. The new stage's automations start, and anything still waiting from the last stage is canceled.
5
Close it out
Drop it on Won, or on Lost with a note on why. The rest of your team is alerted when a deal is won, and recent wins and losses stay in view on the board.

In depth

Every part of Pipeline.

The board

Every deal, what it's worth and where it stands, in one view.

Three ways to look. Board for dragging cards, Table for owners and expected close dates, and List for a count and a total per stage.
Smart lists. All open deals, Won, Lost, Everything and My deals, each with a live count for the board you're on.
Honest totals. One-time, monthly and yearly money are shown separately at the foot of each column. They're never added together.
Find any deal. Search as you type by deal name, the contact's name or their email.
Works on your phone. On a touch screen every card has a Move to menu, so you can move a deal with a tap.

Stages that do the work

Nine things a stage can do by itself the moment a deal lands in it.

Email or text the customer. Their first name, your business name and more are filled in for you. Emails carry your address and an unsubscribe link, and texts end with Reply STOP to stop.
Remind your team. Remind the deal's owner, or anyone you pick. Each person's own notification settings decide whether it arrives by email, text or in the dashboard.
Keep the deal tidy. Add a note, add or remove a tag, add a follower, change the owner, or move the deal on to another stage.
Your timing. Straight away, after an hour, after a week, or a custom delay up to 90 days. Checked every minute, so the delay you set is the delay you get.
Your own wording. Press Use a template to drop in wording from your Templates library, ready to edit.
A reason for everything. The Automation log shows what was sent, skipped, failed or canceled, and why. The lines stay even if you delete the deal or the rule.

Deals belong to people

Every deal points at a contact, so nothing lives in two places.

Starts from anywhere. + New deal on the board, a contact's card, a booking's + Deal button, a chat, or a lead's + Add to pipeline. Every route lands on the same board and runs the same follow-ups.
One history. The deal shows on the person's card, and notes written by an automation land on their Notes too.
Followers. Add a teammate as a follower and they're alerted whenever the deal moves.
Why it was lost. Moving a deal to Lost asks why. The reason shows on the card, so you can look back and see a pattern.
Their wishes respected. Someone on Do Not Disturb, opted out of texts or unsubscribed is skipped, and the log says why.

Boards for every process

Sales, onboarding or anything else, side by side.

As many boards as you need. Choose + New pipeline from the board picker. Each board keeps its own stages, deals and automations.
Ready on day one. Every business starts with a Sales Pipeline: New enquiry, Contacted, Consultation booked, Proposal sent, Won and Lost. Rename any of them.
Hard to break. A stage that still holds deals can't be deleted, and the screen tells you how many to move first.
Roles respected. Owners and managers edit. Staff can look at the board without changing it. Adjust either under Settings > Roles.

See more of it

The real screens.

The board's Won and Lost columns, with the reason each lost deal was lost.

Starting a deal from a contact's card and choosing its stage.

It talks to the rest of Bluu

Pipeline hands its work to the others.

Pipeline

Questions

Asked, and answered.

Anything else? info@lamediagrp.com

Do follow-ups stop when a customer says yes?

Yes, as soon as the deal moves. Moving a deal to another stage cancels anything still queued for it, and the Automation log shows it as canceled with the reason.

Do the texts cost extra?

Emails from a stage are included. Texts are paid from your prepaid balance each time one runs, and they go out from your business phone number. A stage's text shows a Costs money badge so it's never a surprise.

Can I run more than one pipeline?

Yes. Add as many boards as you need from the board picker, each with its own stages and automations. To move a deal to another board, open it and change its Pipeline.

How do I mark a deal as won?

Move it into a stage that counts as won. There's no separate status to set, so a deal can't sit in Won still showing as open.

Can my team see deals without changing them?

Yes. By default staff can view Pipeline, and owners and managers can edit it. Change what each role can do under Settings > Roles.

Your whole business,
in one place.

Start free for 7 days. Then $149 a month, locked in.

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Know which enquiries are actually going to close.