Deal Pipeline CRM & Tracking
Real-time visibility into every deal from sourcing to close
What This Automation Does
How It Works
New Deal Entered
Triggers when a new deal opportunity is added to the pipeline from any sourcing channel.
Assign Stage & Owner
Automatically assigns the deal to the appropriate stage and team member based on sector and deal size.
Weekly Pipeline Digest
Generates and distributes a weekly pipeline summary with deal flow metrics, conversion rates, and bottleneck analysis.
Move Through Stages
Automatically transitions deals through pipeline stages based on completed actions and time-based rules.
Pricing
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$200
per automation (standalone)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
No payment required — our team will finalize scope and pricing during the call.
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