# Sales Pipeline — BM CRM

> A visual pipeline from new lead to won: drag stages, deal values in your currency, owners, next actions and follow-ups — updated live from every conversation.

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

## See every deal, from first hello to won

Leads move through clear stages — new, interested, qualified, won — with deal values in your currency, owners, and the next action always visible. The pipeline updates itself as conversations happen.

## What you get

- **Stages that mean something.** A consistent stage order from new to won keeps everyone honest about where a deal really is.
- **Moves itself forward.** When the AI qualifies a lead, the stage advances automatically — forward only, and never past your manual decisions.
- **Money you can trust.** Deal values are entered once, in the workspace currency, and roll up into pipeline totals and reports without spreadsheet math.
- **Next action on every lead.** Each lead shows what happens next — a follow-up, a meeting, a reply owed — so nothing silently stalls.
- **Filters and views.** Slice the pipeline by owner, source, campaign, stage or custom fields, and save the views your team uses daily.
- **A timeline that remembers.** Every message, stage change, note and meeting sits on the lead’s timeline — with who did it, human or AI.

## How it works

1. **Leads enter automatically.** Every captured lead starts in the pipeline with its source and value fields ready.
2. **Stages advance with reality.** Conversations, qualification and bookings move deals forward — visibly.
3. **You steer.** Drag a deal, reassign an owner, set the next action — your changes are final.

## Frequently asked questions

### Can the AI move deals backward?

No. The AI only moves stages forward, and once you change a stage manually, the AI respects your decision and never overrides it.

### Can we customize the pipeline?

You work with a clear, consistent stage order and can add custom fields, tags and saved views to match how your team sells.

### Where do deal values show up?

On the lead, in pipeline totals, and across reports — always in your workspace currency, always the same number everywhere.

### Is there a mobile view?

Yes — the pipeline works on desktop, tablet and the mobile app, so the team can update deals from anywhere.

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