CRM Pipeline.
A drag-and-drop Kanban pipeline takes leads from first contact to closed-won (or captures why they were lost). AI overlays health scores, growth plans, and next-step recommendations so your team focuses on the deals that matter.
What you get
Drag-and-drop board: new → contacted → qualified → proposal → negotiating → won/lost
Conversion celebrations and lost-reason capture
AI-powered pipeline reviews, contact strategies, and growth plans
Filter by assignee, priority, source, and date range
Try this live
Drops you straight into the relevant screen with sample data.
Try CRM Pipeline
Included in every Earnest plan. No feature gates.
Start free trial