Pipelines Feature

Track what's moving, what's stuck, and what's next

Build pipelines for any process that runs in stages, from sales and onboarding to project delivery or renewals. See where everything stands, spot what needs attention, and keep work moving.

Pipelines Feature

Pipelines shaped around your processes

Build as many pipelines as you need, each with its own stages, fields, and rules. Run sales alongside onboarding, project delivery, renewals, recruitment, or any other workflow that moves through clear steps, all structured around how your business actually operates.

Popular uses
Create separate pipelines to match your processes
Customise stages for each process you run
Reorder and refine pipelines as your processes evolve
Pipelines Feature

Automation that saves your team time

Trigger tasks, follow-ups, notifications, and status changes automatically as items progress through stages. Assign work to the right person, prompt the next action, and flag anything sitting too long, so nothing stalls and nothing slips through.

Popular uses
Automatically create tasks when items move between stages
Assign work to the right colleague as soon as a stage changes
Notify managers when items reach key stages
Flag items that have been sitting in a stage for too long
Pipelines Feature

Visibility and forecasting

Every pipeline feeds straight into reporting. See totals by stage, conversion rates between steps, average time in stage, and what's stuck or overdue, all in the same place the work gets done.

Popular uses
Track pipeline value and forecast outcomes by stage
Measure conversion rates and average time spent in each stage
Identify stuck or overdue items before they become a problem
Build dashboards around the pipelines that matter most

See Hubdash in action

Book a demo and we'll walk you through how Hubdash fits around your business, your data, and the way your team actually works.

Features

Discover other platform features

CRM

Manage contacts, organisations, and records in one place, with the flexibility to shape the data around how your business actually works.

Pipelines

Track every opportunity through clear, customisable stages so nothing stalls and nothing slips.

Forms

Capture leads straight from your website with full attribution, so you always know where your best enquiries are coming from.

Conversations

Bring email and messaging into Hubdash so every interaction sits alongside the contact, deal, or project it relates to.

Automation

Remove repetitive admin with workflows that handle follow-ups, internal actions, and routine tasks in the background.

Reports

Build dashboards and reports that turn day-to-day activity into the numbers you need to make confident decisions.