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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 27 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.

Features & Modules

How to Configure the AI Chat Assistant with Your Business Knowledge

Give Vedain's AI chat assistant your business knowledge in minutes: write it yourself or let AI draft it. It answers only from your facts, 24/7.

3 min read
How-To Guides

How to Create Support Desk Tickets from Live Chat Conversations

Turn any live chat into a support ticket with one click. The full transcript travels with it — no repeating, no copy-pasting, no dropped context.

3 min read
How-To Guides

Canned Replies, File Attachments and the Pre-chat Form in Vedain Live Chat

Fast, consistent answers win chats. Vedain's canned replies let agents insert saved answers in one keystroke, both sides of the conversation can share files, and the pre-chat form captures the visitor details your team needs before the first message is sent.

3 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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