- Drag-and-drop pipeline · Automatic follow-ups · Lead sources tracked
Sales pipeline CRM that shows every lead, deal and dollar at a glance.
See every enquiry, quote and deal on a simple drag-and-drop board. Know where each lead came from, what it’s worth and what happens next, with automatic follow-ups at every stage.
Leads slip away when nobody can see them
Here’s what happens without a clear pipeline.
“I don’t know which leads need following up.”
Every lead sits in a stage, so you can see exactly who needs a call today.
“I can’t tell what’s in the pipeline.”
Each deal has a value, so you can see what’s coming in at a glance.
“I don’t know which marketing works.”
Lead sources are tracked automatically, so you know where your best customers come from.
From enquiry to won deal
Here’s how your sales pipeline works.
1. Leads arrive automatically
Calls, forms, chats and messages create leads in the first stage of your pipeline.
2. Move them along
Drag deals between stages like quoted, booked and won, from your computer or phone.
3. Follow-ups happen for you
Each stage can trigger texts, emails or tasks, so nothing stalls.
Everything you need to track leads and deals
Your pipeline is connected to your contacts, quotes and automations.
- Drag-and-drop board. See every deal by stage.
- Multiple pipelines. Separate pipelines for different services or teams.
- Deal values. Know what each lead is worth.
- Lead source tracking. See which ads and channels bring in business.
- Stage automations. Texts, emails and tasks when deals move.
- Tasks and reminders. Never forget a follow-up.
- Won and lost reasons. Learn why deals are won or lost.
- Reports. Conversion rates and pipeline value at a glance.
Don't take our word for it. Test the AI right now.
Three live demos, no sign-up needed. Steve is an AI, and he’ll tell you so.
Call Steve, the AI receptionist
Ring the number below. Steve will answer, play receptionist for your business, then text you afterwards, exactly as he would for your customers.
Chat with Steve right now
Ask him anything about My New Admin, or type “demo” and watch him handle an enquiry for your industry. This is the same AI your customers would talk to.
See missed-call text-back
Call this number and hang up before it’s answered. Within seconds you’ll get the text your customers would receive, so no missed call becomes a lost job.
Standard call rates apply. Calls to the demo lines may be recorded for quality purposes.
Trusted by 500+ Aussie Businesses in Trades, Retail, and Healthcare.
Sales pipeline FAQs
It’s a visual board that shows every lead and deal by stage, from first enquiry to won or lost, so you can see who needs following up and what’s coming in.
Yes. Name the stages to match how you work, like new enquiry, quoted, booked and won, and create separate pipelines for different services.
Yes. Calls, website forms, chats and messages can create leads in your pipeline automatically.
Yes. Moving a deal to a stage can trigger automatic texts, emails or tasks for your team.
Yes. Lead sources are tracked, so you can see which ads, listings and channels bring in your best customers.
One plan, one flat monthly price, with unlimited users. See our pricing page for details, and try it free for 14 days first.
See every lead in one place
Start your 14-day free trial today. $0 upfront, no lock-in contract, cancel anytime.
Or try the AI first: call Steve on 0495 104 177