# Sales Pipeline | BM CRM | United States

> A visual sales board showing where every customer stands, from new enquiry to sale, with the value in your currency and what happens next.

- All features: https://www.bmcrm.ai/en-us/features
- Pricing: https://www.bmcrm.ai/en-us/pricing
- Get started: https://www.bmcrm.ai/signup

## 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.

## What you get

- **Stages that mean something.** New lead, interested, qualified, meeting scheduled, meeting done, proposal sent, won. The same order for everyone, so everyone knows where a sale really is.
- **Moves forward on its own.** When the AI finds a serious customer, the card moves forward. It only ever moves forward, and never past a decision your team made.
- **Numbers you can trust.** Enter a value once, in your currency, and it adds up on the board and in your reports, with no spreadsheet.
- **What happens next.** Every card shows the next step: a follow-up, an appointment, a reply owed, so nothing quietly stalls.
- **Views for each person.** Filter by teammate, source, campaign, stage or your own fields, and save the view each person opens every morning.
- **A history that remembers.** Every message, stage change, note and appointment sits on the customer's timeline, with who did it, person or AI.

## How it works

1. **Customers appear on their own.** Every captured enquiry starts on the board with its source and value fields ready.
2. **Stages follow reality.** Conversations, qualification and bookings move cards forward, where everyone can see.
3. **You steer.** Drag a card, change who handles it, set the next step. Your changes are final.

## Frequently asked questions

### 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.

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[Lead Capture](https://www.bmcrm.ai/en-us/features/lead-capture) · [Website Forms](https://www.bmcrm.ai/en-us/features/website-form) · [Website Chat](https://www.bmcrm.ai/en-us/features/website-chat) · [AI Agent](https://www.bmcrm.ai/en-us/features/ai-agent) · [Team Inbox](https://www.bmcrm.ai/en-us/features/team-inbox) · [Pipeline](https://www.bmcrm.ai/en-us/features/pipeline) · [Broadcasts](https://www.bmcrm.ai/en-us/features/broadcasts) · [Automations](https://www.bmcrm.ai/en-us/features/automations) · [Meetings](https://www.bmcrm.ai/en-us/features/meetings) · [Reports](https://www.bmcrm.ai/en-us/features/reports) · [Segments](https://www.bmcrm.ai/en-us/features/segments) · [AI Voice](https://www.bmcrm.ai/en-us/features/ai-voice) · [Roles & Teams](https://www.bmcrm.ai/en-us/features/roles) · [Attribution](https://www.bmcrm.ai/en-us/features/attribution)