Drag-and-drop pipeline stages
Customize stages to match how your business actually sells — inquiry, discovery, proposal sent, negotiating, won. Drag cards between columns as deals progress.
See every deal. Close the next one.
A visual pipeline for service businesses — drag leads through stages, track source and deal value, and never lose a prospect in an email thread again.
CRM Pipeline
What's included
Deal value and weighted forecasting
Tag every opportunity with expected value and close probability. See pipeline-weighted revenue at a glance.
Lead source attribution
Track where every lead came from — referrals, inbound, paid, specific campaigns. Know which channels actually produce paying clients.
One-click lead-to-client conversion
When a lead closes, convert them to a client with full history intact — proposals, contracts, notes, and communication move with them.
Activity timeline per opportunity
Every call, email, note, proposal, and invoice logged on the lead timeline. See the full context without opening five tabs.
Custom fields and filtering
Add the fields that matter — industry, service type, budget tier, referral partner. Filter and sort to focus on the deals that matter right now.
Go deeper on this workflow
Docs
Read the implementation guides
Compare
See how this feature stacks up
Use cases
See who this workflow fits best
Frequently asked questions
Does Ratio have a visual sales pipeline?
Yes. Drag leads through customizable stages. See your pipeline at a glance with deal values, source attribution, and close probability.
Can I customize pipeline stages to match my sales process?
Yes. Define stages that match how your business actually sells — inquiry, discovery, proposal sent, negotiating, won. Each workspace configures its own stages.
Does Ratio track lead source and deal value?
Yes. Every lead captures source (referral, inbound, paid, campaigns), deal value, and close probability. Weighted pipeline reporting shows forecasted revenue automatically.
What is the difference between leads and clients in Ratio?
Leads are prospective opportunities still in your pipeline. Clients are closed deals receiving ongoing work. When a lead closes, convert them to a client with one click — all history carries forward.
Can I add custom fields to track industry-specific data?
Yes. Add fields that matter to your business — referral partner, budget tier, service type, technical stack. Filter and sort on any custom field.