Sales pipeline tracker
What's in the sales pipeline tracker template
Track every deal from first conversation to signed contract — without leaving the portal your clients already use.
- Board and table viewsPipeline board with drag-and-drop stage changes, plus a dense table view with saved views, inline editing, and bulk actions
- Linked to your CRMDeals link to real Assembly CRM companies, contacts, and custom fields — the CRM stays the source of truth rather than a duplicate database
- Optional client deal pageOptional client-facing deal page with simplified statuses, shared proposals, estimates, and documents, while internal stages, win probability, and comments stay hidden
Add your template,
customize it, and publish
Sales pipeline tracker installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesSales pipeline tracker
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
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