If you still manage your sales in an Excel file with color-coded columns, you're losing money. Not because Excel is a bad tool — but because a spreadsheet doesn't give you the visibility you need to make the right decisions quickly. A visual Kanban pipeline transforms the way you sell.
What is a Kanban pipeline?
It's a visual board where each column represents a stage of your sales process, and each card represents a deal (a sales opportunity). You drag the cards from one column to the next as the deal progresses. It's visual, intuitive, and it gives you an instant overview of your sales situation.
Why it beats Excel
Excel shows you rows and columns. A Kanban shows you the state of your sales at a glance: how many deals are at each stage, the total value per stage, the deals that have been stalling for too long, and the next actions to take. It's the difference between reading a financial report and watching a real-time dashboard.
toncrm.io's customizable columns
Every business has its own sales process. In toncrm.io, you customize the columns to match your reality. A construction contractor will have: lead, site visit, quote, contract, work, invoicing. A real estate agent will have: prospect, showing, offer, inspection, notary, keys. A consultant will have: prospecting, analysis, proposal, negotiation, active mandate.
Real-time amounts and probabilities
Each deal in the pipeline has an amount and a probability of closing. toncrm.io calculates in real time the total value of each stage and the weighted value (amount x probability). You know exactly how much potential revenue you have in your pipeline and what portion is likely to close. It's essential for financial planning.
Smooth drag-and-drop
Moving a deal from one stage to another is a simple drag-and-drop. On desktop or on your phone. When you move a deal, the totals recalculate instantly. You can also set up automatic actions when a deal changes stage: send an email, create a task, generate an invoice.
Filters and views
Want to see only deals over $10,000? Deals assigned to a specific team member? Deals created this month? toncrm.io's filters let you segment your pipeline in a few clicks. You can also save your favorite views for quick access.
Stall alerts
A deal that hasn't moved in 14 days is a warning sign. toncrm.io automatically detects deals that are stalling and sends you an alert. You get a reminder to follow up with the client or adjust your strategy. How many deals have you lost simply because you forgot to follow up? With alerts, that no longer happens.
Pipeline reports
toncrm.io generates automatic pipeline reports: conversion rate per stage, average duration of each stage, average deal value, and month-over-month trends. This data helps you identify the bottlenecks in your sales process and fix them.
The Kanban pipeline is available in every toncrm.io plan, starting at $79/month. It's the core feature every business owner should have. Combine it with automated workflows for a complete sales system.
