CRM · Pipeline
Your entire sales pipeline. In real time.
Custom stages, drag-and-drop cards, automated follow-ups, and live pipeline value — all in one view. Know exactly where every deal stands and what needs attention today.
How it works
From lead to closed deal.
Pipeline management that reflects how your service business actually sells.
Lead enters pipeline
Qualified leads move from the Lead Queue into the pipeline automatically. Stage, value, and advisor are pre-filled from the lead record.
Stage progression
Advisors drag cards across stages or update via mobile. Every move is logged with timestamp, notes, and responsible person.
Automated actions per stage
Configure automations: when a lead enters 'Estimate Sent', auto-send the PDF quote via WhatsApp. When it enters 'Follow-up', create a task.
Stall detection
Deals that haven't moved in N days are flagged. Automated follow-up messages or escalation alerts fire based on your rules.
Close and handover
When a deal is marked Won, it automatically creates a Booking in Operations. Lost deals are archived with a reason code for win-loss analysis.
Pipeline management built for scale.
Every tool your team needs to manage deals across advisors, branches, and timeframes.
Fully Customizable Stages
Add, remove, rename, and reorder pipeline stages to match your exact sales motion. No consulting required.
Pipeline Value Tracking
See total pipeline value, weighted by conversion probability, across all stages and branches in real time.
Stage-Level Automations
Trigger WhatsApp messages, tasks, email notifications, or status updates automatically when a deal enters any stage.
Win/Loss Analysis
Every closed deal tagged with a reason. See which stages lose the most deals, which competitors are mentioned, and which advisors win most.
Advisor Performance View
Pipeline win rates, conversion times, and deal values broken down by advisor. Coach your team with data, not guesswork.
Multi-branch Consolidated View
Owners see all branches in one pipeline dashboard. Branch managers see only their branch. Role-based visibility built in.
AI that keeps deals moving.
Pipeline intelligence that identifies stalled deals, predicts close dates, and surfaces the next best action for each opportunity.
Stall Prediction
Detects deals at risk of going cold based on no activity, customer engagement signals, and historical stage duration benchmarks.
Close Date Forecasting
Predicts close dates based on deal type, stage velocity, and advisor conversion history. Helps plan workshop capacity accurately.
Deal Prioritization
Ranks your open deals by close probability × deal value. Focus your team's time where the expected return is highest.
Impact
Pipeline metrics that move.
Average outcomes across Autroid CRM customers in their first quarter.
Automation and stall detection eliminate the gaps between stages that kill deal momentum.
Lead-to-close rates improve as AI prioritization directs effort to high-probability deals.
Automated follow-ups prevent deals from sitting in a stage for weeks with no activity.
Every stalled deal gets an automated nudge. No deal goes cold because an advisor forgot to follow up.
Stop losing leads to slow follow-ups.
Book a demo and see how Autroid CRM gives your team complete pipeline visibility and AI-assisted lead conversion.