Pipelines track what's moving, and what's not
Build pipelines for any process that runs in stages, from sales and onboarding to project delivery and renewals.
Shaped around your processes
Build as many pipelines as you need, each with its own stages, fields, and rules. Run your records through clear steps, all structured around how your business actually operates.
Pipelines
Create separate pipelines to match your processes
Stages
Customise stages for each process you run
Automation at every step
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.
Tasks
Automatically create tasks when items move between stages
Assignment
Assign work to the right colleague as soon as a stage changes
Notifications
Notify users and contacts when items reach key stages
Flags
Flag items that have been sitting in a stage for too long
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.
Forecasts
Track pipeline value and forecast outcomes by stage
Performance
Measure conversion rates and average time spent in each stage
Issues
Identify stuck or overdue items before they become a problem
Dashboards
Build dashboards around the pipelines that matter most
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
Build pipelines for any process that runs in stages, from sales and onboarding to project delivery and renewals.
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.
Events & Bookings
Let people book calls, courses, and events with powerful ticket and payment features.
Fifteen minutes. No obligation.
We’ll walk through Hubdash with your process in mind.
