Multi-tenant pipelines
Drag-and-drop pipelines with per-company stages and forecasting.
6:33 walkthrough, recorded on real data.
Multi-tenant pipelines
Every company on the platform gets its own pipelines and stages. Contacts or deals move across a kanban board, custom fields and deal values roll up into forecasts, and the built-in Customers, Opportunities and Leads pipelines can be renamed to match your vocabulary.
In this video
- The kanban board and switching between pipelines
- Dragging a card to a new stage
- Managing stages: add, rename, reorder
- Setting the default import pipeline and stage
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Multi-tenant from the start
Each company carries its own pipelines, stages, labels and defaults.
Board or table
The same records as a kanban board or a sortable table, one click apart.
Contact-based or company-based
A tenant setting decides whether the pipeline runs on people or on organizations.
Custom pipelines, full CRUD
Built-in pipelines are rename-only; custom pipelines and all stages can be added, renamed, reordered and removed.
Default import stage
Every search-and-import lands in the status and stage you set, so nothing arrives unsorted.
Watch next
All 31 walkthroughsDeals + quotes
5:20Deals, opportunities and quotes in one module, with line items and roll-ups.
Contact details
4:17A contact's whole story in one record.
Company records with their own roster, pipeline and history.
See it on your own data
Book 20 minutes and we will walk through Multi-tenant pipelines live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer