# Deals & Pipelines | SuiteDash CRM

*Source: https://suitedash.com/features/deals-pipelines/*

> Track opportunities from first contact to Won with custom Pipelines, forecast views and Stage Automations in the SuiteDash CRM.

Deals & Pipelines | SuiteDash CRM

## Deals & Pipelines

##### See the next step in every opportunity

### A sales process your whole team can follow

Track each Deal with its Contact, expected value and close date. Build the Pipelines and Stages that match how you sell, then see what is moving, what is stalled and what could close next—inside the same CRM you use to serve the Client.

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

Illustrated deal cards moving through pipeline stages into a connected blue folder

### Shape each Pipeline around your process

###### Create more than one Pipeline, name and order its Stages, and choose whether Stage probability contributes to your Forecast View.

[Create separate Pipelines for different sales processes](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Rename and rearrange Stages as the work changes](https://help.suitedash.com/article/600-crm-deal-pipelines)

[See Deals in List, Card, Stage and Forecast views](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Add probability to Stages when forecasting is useful](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

### Keep the Deal connected to its Contact

###### Give every opportunity a name, value, expected close date, Category and Stage. Followers can stay informed while the Deal moves toward Won or Lost.

[Associate a Deal with the right CRM Contact](https://help.suitedash.com/article/85-deals-getting-started)

[Record its expected value, currency and close date](https://help.suitedash.com/article/85-deals-getting-started)

[Choose which Staff follow the Deal](https://help.suitedash.com/article/85-deals-getting-started)

[Review the Deal details and interaction history](https://help.suitedash.com/article/85-deals-getting-started)

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

### Let a Stage change start the next action

###### Attach Automations to entry into or exit from a Stage. Your sales process can move the relationship forward without copying the same details into another tool.

[Trigger an Automation when a Deal enters a Stage](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Trigger a different Automation when it leaves](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Create a Deal through a configured Automation](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Keep the next step tied to the shared CRM record](https://help.suitedash.com/article/600-crm-deal-pipelines)

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

### Questions people ask

#### Can I manage more than one sales process?

Yes. Create multiple Pipelines, each with its own Stages and currency.

#### What views are available?

You can use List, Card, Stage and Forecast views for your Deals.

#### Can a Stage movement trigger follow-up work?

Yes. Configure Automations for a Deal entering or leaving a Stage.

Explore more: [Sales Pipeline Management guide](https://suitedash.com/sales-pipeline-management/), [CRM](https://suitedash.com/features/powerful-crm-sales-funnel-tool/), [Automations](https://suitedash.com/features/crm-full-automation-suite-with-logic-engine/).

Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging
