Sales Pipeline
It's Monday morning. Your sales manager opens a spreadsheet to check how many deals are "close to closing." Three reps say "looking good." One says "waiting on the client." Nobody knows the actual weighted pipeline value. Nobody knows which deals have been sitting untouched for two weeks. The forecast goes to leadership as a best guess — and everyone pretends it's a plan. A sales pipeline fixes this. Not with more meetings, not with more columns in the spreadsheet — with a visual system that shows you where every deal actually stands.
The Kanban board
TatvaCRM gives you two ways to view your pipeline: a Kanban board and a list view. The Kanban board is what most sales teams reach for first — it shows every deal as a card, organised into columns by stage. You see your entire pipeline in one glance.
Each card shows the deal name, value, linked contact, and priority. Need to move a deal forward? Drag it from "Proposal Sent" to "Negotiation." The stage updates instantly, the activity log records the change, and your forecast recalculates automatically.
The list view is there for when you need to sort, filter, and bulk-edit. Sort by deal value to focus on the biggest opportunities. Filter by owner to see a specific rep's pipeline. Export to CSV for your weekly review. Both views show the same data — pick whichever fits the moment.
Pipeline stages that match YOUR sales process
Every business sells differently. A SaaS company's pipeline looks nothing like a real estate agency's. That's why TatvaCRM lets you create custom pipeline stages — add, rename, reorder, or remove stages anytime. You can even run multiple pipelines for different products, regions, or teams.
Here's what pipelines look like across four different industries:
TatvaCRM ships with industry-specific pipeline templates — select your industry during setup and you'll get a ready-made pipeline. Customise it later as your process evolves.
Creating deals that are actually useful
A deal in TatvaCRM isn't just a name and a number. Every deal captures the information your team needs to move it forward:
Why tracking lost deals matters more than you think
Most CRM users obsess over won deals. That's natural — wins feel good. But the real insights live in the deals you lost. Every lost deal is a lesson about your pricing, your process, your timing, or your product. The teams that analyse their losses systematically are the ones that improve their win rate quarter over quarter.
When you mark a deal as "Lost" in TatvaCRM, you record a reason. Over time, patterns emerge:
Without this data, you're guessing why deals die. With it, you're fixing the exact stage where your pipeline leaks.
Revenue forecasting with win probability
Every deal in your pipeline has a win probability — a percentage that reflects how likely it is to close. Early-stage deals might be 10–20%. Deals in negotiation might be 60–80%. Your weighted pipeline value multiplies each deal's value by its probability, giving you a realistic revenue forecast instead of an optimistic total.
Here's how it works with a simple example:
| Deal | Value | Win % | Weighted |
|---|---|---|---|
| Acme Corp – Annual Licence | ₹8,00,000 | 70% | ₹5,60,000 |
| Beta Inc – New Project | ₹11,00,000 | 40% | ₹4,40,000 |
| Gamma Ltd – Expansion | ₹14,00,000 | 60% | ₹8,40,000 |
The weighted forecast updates in real-time as deals move through stages, values change, or deals are won and lost. No more end-of-month scrambles to build a forecast from scratch — it's always current.
Frequently asked questions
Yes. You can create separate pipelines for different products, regions, or teams. Each pipeline has its own stages, and deals can only belong to one pipeline at a time. The number of pipelines depends on your plan — the free plan includes 1 pipeline, paid plans support unlimited.
Absolutely. Add new stages, rename existing ones, reorder them, or remove stages you don't need. TatvaCRM also ships with industry-specific templates so you don't start from a blank slate.
Each deal appears as a card in its current stage column. Drag a card to a different column to move it to that stage. The change is saved instantly, the activity log records the stage transition, and your pipeline metrics update automatically.
Yes. The free plan includes 1 pipeline with customisable stages, Kanban and list views, deal creation, and basic analytics. Paid plans add multiple pipelines, advanced forecasting, and higher deal limits.