How many pipelines can I create?

Skode CRM supports unlimited pipelines on paid plans. The free plan includes 1 pipeline. Each pipeline can have its own stages, win probability defaults, automation rules, and team permissions. Common setups include separate pipelines for new business, renewals, upsells, and partnerships.

How does AI-powered forecasting work?

Skode analyzes your historical deal data — close rates by stage, average deal velocity, seasonal patterns, and rep performance — to generate weighted revenue forecasts. The AI adjusts predictions in real time as deals progress, stall, or show changes in engagement.

What are deal rotting alerts?

Deal rotting alerts notify you when a deal has been stuck in the same stage for longer than your configured threshold. For example, if a deal sits in the Proposal stage for more than 14 days without activity, you get an alert. Thresholds are customizable per stage and per pipeline.

Can I automate stage progression?

Yes. Set up automation rules that move deals between stages based on triggers — for example, automatically move a deal to Proposal Sent when a proposal document is uploaded, or move to Negotiation when a pricing email is opened. Combine with custom field updates, task creation, and notifications.

Does Skode support weighted pipeline values?

Yes. Each pipeline stage has a default win probability (configurable). Your pipeline value report shows both total value and weighted value based on stage probabilities. You can override probabilities on individual deals for more accurate forecasting.

Can I create estimates from deals and convert them to invoices?

Yes. Skode CRM supports the full quote-to-cash flow: create an estimate from a deal, send it to the client, get acceptance, and convert it to an invoice with one click. All data — line items, contact info, amounts, and tax — carries over automatically at every step.

handshake45+ Deal Pipeline Features

Visual Deal Pipeline with AI-Powered Forecasting

Drag-and-drop Kanban boards, weighted revenue forecasting, multi-pipeline support, automated stage progression, and win/loss analytics. See your entire pipeline at a glance.

45+deal pipeline features

Unlimitedpipelines (paid)

AIpowered forecasting

Build Your Pipeline — Free All Featuresarrow_forward

handshakeCore Capabilities

From First Meeting to Closed Won

Every tool you need to manage, forecast, and close deals faster.

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Kanban Boards

Drag-and-drop deal cards across pipeline stages. See deal values, close dates, contact info, and next actions at a glance.

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Weighted Forecasting

AI-powered revenue forecasts based on stage probabilities, historical close rates, deal velocity, and seasonal patterns.

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Multi-Pipeline

Create unlimited pipelines for different sales motions — new business, renewals, upsells, partnerships. Each with its own stages and rules.

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Stage Automation

Automatically move deals between stages based on triggers — document uploads, email opens, form submissions, or custom field changes.

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Win/Loss Analytics

Understand why you win and lose. Track conversion rates by stage, rep, source, deal size, and time period. Identify your best-performing patterns.

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Deal Rotting Alerts

Get notified when deals stall. Configurable thresholds per stage alert you before deals go cold. Never forget a follow-up again.

insightsPipeline Intelligence

Know Your Pipeline Inside and Out

Real-time metrics that tell you exactly where your revenue stands.

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Real-Time

Pipeline value updates

See your total and weighted pipeline value update as deals move.

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Stage-Level

Conversion tracking

Track conversion rates between every stage to find bottlenecks.

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Velocity

Deal speed metrics

Measure average days in each stage and overall deal cycle time.

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Deal Pipeline — Frequently Asked Questions

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Visual deal management with AI-powered insights. No credit card required.

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