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Sales & CRM · included in every plan

Visualize and close your pipeline.

Drag-and-drop Kanban board with customizable stages. See exactly where every deal stands and what needs attention.

Updated September 2026 · From $10/user/month

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Deals & Pipeline in Vedain CRM
IncludedIn every plan — no add-on pricing, no feature gates
01Create deals from anywhere — From a lead, a contact or the board — with value, close date
02Drag through stages — The Kanban board makes pipeline review a two-minute glance; stage ch
03Forecast and close — Weighted forecasts, idle-deal alerts and revenue attribution keep the
A pipeline you can actually read

Visualize and close your pipeline.

Drag deals across customizable stages on the Kanban board or switch to list view for bulk work. Every card shows value, close date, owner and age — and stage changes fire workflows, so follow-up tasks and notifications happen without anyone remembering to create them.

01Create deals from anywhereFrom a lead, a contact or the board — with value, close date and owner.
02Drag through stagesThe Kanban board makes pipeline review a two-minute glance; stage changes fire automations.
03Forecast and closeWeighted forecasts, idle-deal alerts and revenue attribution keep the number honest.
What you get

Forecasts grounded in reality

Win probability by stage rolls into weighted forecasts, revenue attribution ties deals back to their source (chat, forms, campaigns), and idle-deal detection flags opportunities going quiet before they go cold.

Visual Kanban pipeline view
Custom deal stages with color coding
Deal value and probability tracking
Linked to contacts and accounts
Revenue forecasting

Part of Vedain, not bolted on

Deals & Pipeline works on the same records, permissions and reports your team already uses — one platform, one price.

Leads ManagementNever lose a prospect again.Lead AutomationRoute, score, and act — automatically.Contacts & AccountsBuild lasting relationships.Tasks & ActivitiesStay on top of every follow-up.All 29 features

Questions

Can I customize pipeline stages?Yes — add, rename, reorder and set win probability per stage. Different teams can work the same pipeline with role-appropriate views.
How do deals connect to the rest of the CRM?Deals link to contacts, accounts and the originating lead; emails, meetings, quotes and invoices attach to the deal so the full commercial story lives in one record.
Is there deal automation?Yes — workflows trigger on stage changes, value thresholds and inactivity: create tasks, notify managers, send emails or update fields automatically.
Guides & resources

Go deeper on deals

What Is Sales Pipeline Management? Stages & Best Practices13 min read12 Best Sales Pipeline Management Software Tools for 202620 min readHow to Set Up Your Sales Pipeline and Deal Stages in VedainHelp articleThe Complete Guide to B2B Sales Pipeline Management: Stages, Metrics, and Best PracticesHelp articleSales Pipeline vs Sales Funnel: Differences That Matter16 min read9 Sales Funnel Templates to Build Your Pipeline Fast18 min read
Knowledge Base

Learn more about Deals & Pipeline

Guides and best practices from our knowledge base.

How-To Guides

Stop Bounces with the Campaign Verification Guard

Every email campaign in Vedain has a Deliverability guard. It checks recipients when the campaign starts and skips addresses that would bounce, before they can hurt your sender reputation. Here’s how to set it, where skipped people appear, and how to prepare a big send.

4 min read
How-To Guides

AI Enrichment and Inbox Intelligence: What They Do and What They Cost

Data Health’s AI tools fill in details the free rules can’t: company facts from websites, seniority from job titles, and updates hidden in email replies. Company profile and Job-title intelligence share a one-time free allowance and then a simple flat price per run; Inbox intelligence is charged only for records it updates. You always see the price before anything runs.

6 min read
How-To Guides

AI Enrichment Pricing: The One-Time Free Allowance and Flat Pack Fees

AI enrichment has deliberately simple pricing: a one-time free allowance to try it, then one flat price per run based on how many records that run fills — never per field, and never a surprise. This guide explains the allowance, the pack tiers, how records are counted, how it is billed, and the questions people ask most.

5 min read
Browse all guides

Turn it on this afternoon.

Deals & Pipeline is ready in every Vedain workspace. New here? Start with deals and grow into the rest of the platform.

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