Pipeline management
Know exactly where every deal stands
Custom pipelines, stages you define, values and next steps on every opportunity. Forecasting becomes a glance at a board — and moving a card can trigger the follow-up automatically.
New lead 8 · $41k
Contacted 12 · $73k
Appointment 6 · $58k
Proposal sent 5 · $112k
Why it matters
If the pipeline lives in people's heads, it's not a pipeline
The Monday sales meeting shouldn't be a discovery exercise. When stages are vague and updates are optional, forecasts are guesses and stalled deals hide in plain sight.
Louma pipelines make the state of every opportunity explicit — and because communication runs through the same platform, the board reflects what actually happened.
Forecasts nobody believes Pipeline value changes by 40% depending on who you ask.
Deals that quietly stall A proposal sent three weeks ago with no follow-up and no owner alert.
One pipeline for everything New business, upsells and a second product line all mashed into the same stages.
Won/lost with no reason You know what closed. You don't know why the rest didn't.
How Louma handles it
Pipelines that match how you actually sell
During implementation we build your pipelines and stages around your real process — then connect them to tasks, automation and reporting.
Multiple pipelines
Separate boards for different products, teams, locations or sales motions, each with its own stages and rules.
Drag-and-drop with consequences
Move a card to Proposal sent and Louma can schedule the follow-up, create a task, or notify the manager.
Value and forecast
Opportunity value, expected close date and stage probability roll up into pipeline value and forecast.
Tasks on the deal
Follow-ups, calls and reminders attach to the opportunity, so nothing depends on a notebook.
Automated stage updates
Booked appointment? Paid invoice? Form completed? Stages can move automatically on real events.
Won, lost and why
Close reasons and lost reasons feed reporting so you learn where deals die.
What's included
What pipeline management includes
Included in every membership, configured during implementation.
- Custom pipelines & stages
- Multiple pipelines
- Drag-and-drop board
- Opportunity value & expected close
- Forecasting & pipeline value
- Tasks, follow-ups & notes
- Won/lost reasons
- Automated stage changes
- Stage-triggered workflows
- Stale-deal alerts
- Pipeline reporting
- Mobile pipeline access
Who it's for
For any sale that takes more than one conversation
Property viewings to offers, consultations to treatment plans, quotes to signed contracts, applications to enrolments. If there are steps between first contact and money, a Louma pipeline makes each step visible and accountable.
Connected to the rest of Louma
Opportunities live on the CRM contact, are worked through the unified inbox, advance via automation, and feed the reporting that shows conversion by stage and salesperson.
In practice
A proposal that doesn't stall
- James moves Northside Roofing to Proposal sent.
- Louma creates a follow-up task for day 3 and schedules a polite check-in email for day 5 if there's no reply.
- Day 4: the customer replies on WhatsApp. The task is closed, James gets a notification, and the stage moves to Negotiation.
- Day 9: won. The close reason is recorded and the deal appears in this month's revenue by source.
Common questions
Can I have different pipelines for different products or teams?
Yes. Louma supports multiple pipelines, each with its own stages, assignment rules and automations.
Can stages change automatically?
Yes. Real events — an appointment booked, a form completed, a payment, a reply — can move opportunities between stages without manual updates.
Does Louma forecast revenue?
Louma calculates pipeline value and expected value by stage from opportunity values and close dates. It's a forecast built on your data, not a guarantee.
What happens when a deal stalls?
Stale-deal rules alert the owner or manager when an opportunity hasn't moved or been contacted for a set number of days, and can reassign it.
See how Louma would work for your business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.