Visual Pipeline

Your revenue is hiding in plain sight.

Deals stall. Opportunities expire. Without a clear pipeline, you're guessing at your future. Liquid OS gives you X-ray vision into every dollar headed your way.

Drag. Drop. Close.

Kanban Board

Every deal in your pipeline is a card on a visual Kanban board. Drag deals between stages with one motion. Each card shows the deal value, contact, company, probability, and expected close date at a glance — no clicking required. The board scrolls horizontally on any screen size, and on mobile it collapses into a compact deal list so your team can manage pipeline from anywhere. Stage totals at the top of each column show you how much revenue sits at every step.

Visual drag-and-drop deal cards across stages

Deal cards show value, contact, company, and probability at a glance

Horizontal scroll on desktop, compact list on mobile

Per-stage value totals for instant pipeline health check

Deal search and filters by owner, company, and tag

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Your sales process. Not someone else's.

Pipelines, Stages & Customization

Create multiple pipelines for different products, services, or teams — each with its own stages and deal flow. Custom stages let you name, color, and reorder steps to match exactly how your business works. Drag stages to reorder them. Manage everything from a pipeline settings modal without leaving the board. Pipeline selector tabs let you switch between pipelines instantly. No two businesses sell the same way — your pipeline shouldn't force you to.

Multiple pipelines with tab-based switching

Custom stage names, colors, and drag-to-reorder

Pipeline management modal — create, edit, delete pipelines

Stage management — add, remove, rename, reorder stages

Each pipeline tracks its own weighted value independently

Full context from first touch to signed deal.

Deal Workspace & Close Tracking

Click any deal card and its full workspace opens in context. Edit the value, probability, close date, and owner. See the linked contact and company with their full profiles accessible in one click. The activity timeline shows every interaction tied to this deal — calls, emails, meetings, notes, and stage changes. When a deal closes, a win/loss reason modal captures why — building a dataset you can analyze to improve your process. The closed deals table gives you a searchable, filterable archive of every outcome with historical performance data.

Full deal detail modal with inline editing

AI deal scoring with score ring, trend indicator, and contributing factors

Win/loss reason collection on every closed deal

Closed deals table with search, filters, and historical data

Board/closed view toggle to switch between active and archived deals

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See every deal. Know every outcome. Before it happens.

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