See where every customer stands, from first message to sale
Every enquiry sits on one board, from new lead to won, with its value in your currency, who is handling it, and what happens next. It moves forward on its own as conversations happen.
In plain words:A pipeline is a board with columns for each stage of a sale. Each customer is a card that moves from left to right as they get closer to buying, so you can see at a glance what is moving and what is stuck.
Every sale on one board, with the money in your currency
New, interested, qualified, meeting, won: each column shows its total, and each customer shows who is handling them and what happens next.
Customers appear on their own, and the board follows what really happens
The board is the heart of BM CRM: every channel, every automation and every report reads from it.
- 01Customers appear automatically.Captured from any channel, they land in the first column with their source, campaign and owner already attached. Nobody types a customer in to start.
- 02Stages move with the conversation.When the AI sees real interest it moves the customer forward, forward only, and stops the moment a person makes a decision of their own.
- 03You steer, and the numbers follow.Enter a value once, in your currency, and it adds up into column totals, win rates and the reports your Monday meeting runs on.
Built in and always on, on every sale
These hold on every sale, whatever anyone configures.
Everything else points here
Named, so you know where the board's information comes from.
Customers arrive from
- Every ad channel
- Your website form
- Chats
- Imports
- Typed in by your team
It drives
- Reports
- Automations
- Results back to your ads
- Customer groups
- Team targets
On every customer
- Owner
- Source and campaign
- Value
- Next step
- Full history
What changes in your week
A next step on every customer
Each card shows what happens next: a follow-up, an appointment, a reply owed. A busy week cannot quietly park a sale, and the board stops being a list of names and becomes a queue your team can finish. That is the difference between a CRM people update and one they abandon.
A view for each person
Filter by teammate, source, campaign, stage or your own details, and save the view a manager opens every morning. A sales floor with six people needs six answers to "what is mine today", and this is where they come from.
A history that settles arguments
Every message, stage change, note and appointment is on the customer with who did it and when, person or AI. When a sale is questioned three months later, the history is there, and it is also what makes the AI safe to let near your sales at all.
Questions people ask before they buy
What do I need to set this up?
Nothing extra. The board is there from day one; enquiries appear on it as they arrive, and the AI moves them forward as conversations happen.
Who sets it up?
There is nothing to build. You can add your own fields, labels and saved views as you go; our team sets those up for you on the Lead Generation + CRM plan.
Which plan includes it?
Every plan. The pricing page shows what each plan includes.
Can the AI move a customer backwards?
No. The AI only moves cards forward, and once you set a stage by hand, it respects your decision.
What are the stages?
New lead, interested, qualified, meeting scheduled, meeting done, proposal sent and won. You can add your own fields, labels and saved views around them.
Where do the values show up?
On the customer, in the board totals and across your reports, always in your currency and always the same number.
How do I know what to do next on a customer?
Every card shows its next step: a follow-up, an appointment or a reply owed, so a busy week cannot quietly park a sale.
Does the board work on my phone?
Yes. The same board is in the iPhone and Android apps, so the team can update it from anywhere.
See every sale in one place.
One board, seven clear stages, and a next step on every customer.