Visual sales pipeline for every deal you're working.

Manage deals with a visual CRM pipeline.

One workspace. Clear pipelines. Follow-ups that never slip.

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300+ teams use Workmonk

Workmonk's CRM pipeline gives you a clear, visual board to track every lead and deal from first contact to close. Create custom stages that match your actual sales process, drag deals as they progress, and instantly see what needs attention - no spreadsheets, no sticky notes.

What you get

Key benefits built into the product.

  • Custom pipeline stages that match your real sales process
  • Drag-and-drop deal management - move deals in seconds
  • Instant visibility into stuck deals and hot opportunities
  • Works for solo operators and growing sales teams alike

How pipeline management works in Workmonk

  1. 1Create multiple pipelines for different deal types - listings, buyers, referrals, or any workflow.
  2. 2Define your own stages so your CRM matches how you actually sell, not the other way around.
  3. 3Drag cards to advance deals; add notes, next steps, and reminders without leaving the board.
  4. 4Filter by owner, stage, or priority so you always see the deals that matter most right now.

Try Workmonk

Start with a free trial. No credit card required. Get your pipeline in order in an afternoon.

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Explore more features

See how the rest of Workmonk fits together.

RemindersAutomated follow-up reminders for every contact and deal.Email & InboxConnect Gmail and see every email on the contact record.Calendar & SchedulingShare a booking link and sync meetings with Google Calendar.CampaignsSend targeted email campaigns directly from your CRM.IntegrationsConnect Gmail, WhatsApp, and more to your CRM.