Deal Pipeline
Every job from first contact to paid
See every job, listing or case from first contact to paid — and what's stuck.
Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.
Work-in-progress lives in people's heads
- Quotes go out and nobody knows which are still open.
- Stages differ by trade — a listing, a plumbing job and a mortgage application do not have the same steps.
- Hand-moved pipelines get abandoned the first busy week.
Stages that move themselves
We set your stages
The industry pack supplies defaults (e.g. Enquiry → Appraisal → Listed → Under offer → Sold); we adjust them to you.
Pwoli moves the card
A sent quote, a booked appointment or a signed document moves the deal forward automatically.
You see what's stuck
Deals sitting too long in a stage are flagged with a suggested next action.
What the pipeline does
Industry stages
Real estate, trades, professional services, insurance and finance each start with their own stage set, editable by us.
Automatic movement
A sent quote, a booked appointment, a signed document or a paid invoice moves the card forward — from CRM, bookings, documents and invoices.
Stuck-deal flags
Deals that sit too long in one stage are flagged, with a drafted nudge email or SMS ready to go.
Value on the card
Each card carries its value so you can see what is in play across the pipeline.
Linked documents
The quote, contract or agreement sits on the deal, so the file is complete when someone else picks it up.
Client portal view
Customers can see where their job, listing or case has got to, which cuts down the status questions.
What you actually see
The pipeline screen is a view of the same records your team already works in, grouped by stage.
- Each card shows the deal, the stage and how long it has been there.
- Documents and quotes attach to the deal itself.
- Flags appear when a stage has gone quiet.
Set up for how your industry works
Any business where a sale has stages.
Questions we get asked
Is this separate from the CRM?
No; the pipeline is a view of the same records, so nothing is typed twice.
Can I have more than one pipeline?
Yes — for example sales and after-sales, or sales and lettings.
What moves a deal without me?
Events Pwoli can see: a sent quote, a booked appointment, a signed document, a paid invoice.
See your pipeline on real work
We'll set the stages for your industry in the demo — we set it up, you run your business.