A clear path from interest to outcome
Pipelines & opportunities
Track opportunities through the stages that match your business, with ownership, value, tasks, and appointments close by.
See what is moving, what is stalled, and which next action matters most.
- Flexible pipelines and stages
- Fast drag-and-drop movement
- Automation connected to stage changes
Capability 01
Your process, not ours
Create the pipelines and stages that reflect how your organization actually works.
Capability 02
Actionable cards
Keep value, owner, tags, appointments, and quick actions visible where work happens.
Capability 03
Automation both ways
Use stage changes to trigger workflows, and let workflows create, update, or move opportunities.
How it works
A clearer way to use pipelines & opportunities.
1
Create
Turn a qualified need into an opportunity.
2
Progress
Move work through a clear shared process.
3
Learn
Understand source, conversion, and outcomes.
Put pipelines & opportunities to work in AgentFlow.
Start with one workspace, connect the tools you already use, and build the process that fits your team.
No card required to start.