Pipeline Management
View, manage and automate your sales pipeline with Ignition — from capturing leads to closing deals, all in one place.
Automatically create deals from website lead form submissions and manage all your sales opportunities in one place.
Move deals through customizable funnel stages and get instant visibility of your entire sales pipeline.
Send professional proposals directly from deals and automate pipeline progression as prospects engage.
Assign deal owners and keep all information and team communications to track progress in one place.
Turn won deals into client agreements and automate invoicing and payments for seamless cash flow.
Impress clients with branded online proposals.
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Collect payments automatically and increase cashflow.
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Put billing on autopilot - and easily bill for out-of-scope work.
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Automate data collection — from lead capture to onboarding kick-off.
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Deals is a pipeline management feature within Ignition that helps you view, manage and automate your sales pipeline - from capturing leads to closing deals, all in one place.
Sales pipeline management software helps businesses track and organize their sales opportunities from initial lead to closed deal. It provides a visual representation of your sales process, allowing you to monitor prospects as they move through customized funnel stages like new lead, qualifying, negotiating, and closed. Unlike a full CRM, pipeline management focuses specifically on visualizing and optimizing your sales funnel to help you prioritize leads, forecast revenue, and identify bottlenecks in your sales process.
While Ignition Deals provides robust sales pipeline management capabilities, it's not designed to replace a full CRM system. Ignition Deals focuses specifically on visualizing and managing your sales pipeline in one place, from capturing and creating leads, qualifying prospects, sending proposals and closing deals. Once a proposal is signed, Ignition also automates billing and payments as well as contract renewals and price increases—enabling a smooth transition from won deals to client agreements and automated collections.
Deals is available as a plan add-on, unless bundled with your plan. During our public beta period until May 5, 2025, you can try Deals for free with any Ignition plan.
Key features include centralized pipeline management, customizable deal stages, automated lead capture through forms, proposal integration, and the ability to assign deals owners and track interactions with prospects through notes and audit history.
Yes! While Deals comes with four pre-set stages (new, qualifying, negotiating & closed), you can rename, reorder, remove, or add new stages to match your sales process.
You can attach a single proposal to any deal. When you send the proposal, the deal stage automatically updates, and it will mark as won or lost based on whether the client accepts.
Yes, you can link Ignition forms to your website to automatically create leads and add them to your deals pipeline. You can also create deals manually or through Zapier integrations.
Ignition integrates with various applications to enhance your workflows, including QuickBooks Online, Xero, Karbon, Slack and more. You can also connect Ignition with Zapier to create automated workflows with thousands of apps, such as automatically creating deals from external lead sources. For specific integration details, visit our integrations page.
Ignition simplifies agreements, automates billing, and boosts cash flow—letting you focus on clients and growing your business.
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