Deal Pipeline

A simple board for tracking who's buying, who's stalling, and who said no

For anyone whose CRM today is a spreadsheet, a notebook, or — honestly — nothing at all. Five columns (Prospect, Quoted, Follow-up, Won, Lost), drag deals between them as the conversation moves. Each card holds the customer, amount, a few notes, and the age of the deal — old deals that have been sitting too long quietly turn red so you remember to chase them. A running pipeline total at the top tells you what's actually in flight. Everything stays in your browser, so nothing to set up, no one to pay, no one else seeing your numbers. Updated 18 May 2026: deals can now be dragged to reorder within a column, not just between columns; each deal can carry a follow-up date that shows a countdown badge and turns red once it's overdue; a filter bar narrows the board to open, stale, due-this-week, won or lost deals; the total now splits into open versus won; columns can be renamed and deleted; and a "Copy for AI" button hands a clean structured summary of your pipeline — follow-ups, stale deals, biggest deals — straight to an AI assistant.