Deals & Pipelines

Last updated 22 May 2026

A deal is a sales opportunity, a specific chance to win business from a customer. Each deal records what is on offer, how much it is worth, who is working on it, and how close it is to closing.

The pipeline

Your pipeline is the visual board where deals live. It is split into stages, the steps a deal moves through on its way to a sale. A simple pipeline might look like this:

Each deal sits in a stage. As it progresses, you move it forward. At a glance you can see:

• How many deals are at each stage
• What each deal is worth
• Where this month's revenue is likely to come from
• Which deals are stuck and need attention

Building your pipeline

Your sales process is your own, so your pipeline is too. Set up the stages that match how you actually sell. You can have more than one pipeline if different parts of your business sell in different ways.

Working a deal

Open a deal and you have everything in one place:

• The customer it belongs to, with their full history
• The value of the opportunity
• The stage it is in
• Notes, tasks, and appointments
• Every message exchanged about it

Move the deal between stages as it progresses, usually by dragging it on the pipeline board.

From deal to quote to invoice

This is where Flexie's all-in-one design pays off. When a deal is ready, you can build a quote for the customer directly from the deal, and when they approve it, turn the quote into an invoice in a click. The sale flows straight into billing with nothing re-typed.

See Finance.

Never miss a follow-up

Deals are won and lost on follow-up. Flexie helps you stay on top of it:

• Set tasks and reminders on any deal.
• Use automation to create follow-up tasks automatically when a deal sits too long, or to send the customer a nudge.

See Workflow Automation.

Seeing your sales performance

Build dashboards and reports to understand your sales:

• Deals won and lost over time
• Pipeline value by stage
• Performance by salesperson
• Where your best deals come from

See Dashboards & Reports.

Just ask Flexie AI

• "Which deals are likely to close this month?"
• "Show me deals that have been stuck in Negotiation for over two weeks."
• "What is the total value of my open pipeline?"
• "Build a report of deals won this quarter by salesperson."

See Flexie AI.

Next steps

• Finance: turn won deals into revenue, then payments, then books.
• Workflow Automation: automate your follow-ups.
• Dashboards & Reports: measure your sales.