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PIPELINE

Pipeline & Leads

Leads, stages, and next steps in one place. Your pipeline moves deals forward — with full context and no clutter.

One connected flow

Add Lead · + Task · Schedule · Create invoice. Pipeline is the first step — every deal starts here.

Real ALTITUDE workspace

Built for serious lead management

Pipeline, Tasks, Inbox — one system. No tab switching. No dropped context.

Stages that fit your workflow

New → Follow Up → Closed. Industry templates for construction, automotive, agencies, B2B, SaaS. Customize in Admin.

Next-step on every card

Set the task — "Call back Tuesday 3:30pm." Your team sees it. No guessing what to do next.

Full context per lead

Value, assigned rep, priority, last touch, tags. Every call and note attached to the right person.

Archive and restore

Move closed leads out of the way. Restore anytime. No clutter in the active pipeline.

Set up in minutes

Add your first lead, define stages, or use an industry template. No lengthy onboarding. Pro plans get guided setup.

Common questions

Can I customize pipeline stages?

Yes. Admin → Stages lets you define stages, rename them, and use industry templates. Full ALTITUDE on every plan.

How does Pipeline connect to Tasks?

Set a next step on any lead — it becomes a task. Tasks appear in Today view. Pipeline and Tasks stay in sync.

Start your free trial today

No credit card required. Set up in minutes. Full ALTITUDE from day one.

No credit card · 14-day free trial · Cancel anytime