Deals pipeline in Pladay
A sales pipeline with stages, forecasts and win rates.
Turn on Deals pipelineOpens in your browser — no install or sign-up needed.
What Deals pipeline does
- Move deals across stages on a board
- See a weighted forecast (value × probability)
- Learn from lost deals with reasons
Ways to use Deals pipeline
- Add a next step to every deal — it becomes a task
- Set probability and close date to sharpen the forecast
- Won a deal? Start a project from it in one tap
Deals pipeline on your Today screen
Deals pipeline has no card on Today; open it from the Life tab or the sidebar.
Your Deals pipeline data
Deals pipeline saves on your device first and, after sign-in, syncs to your other devices encrypted in transit. You can keep Deals pipeline on this device only at any time.
Turn on Deals pipeline in three steps
- Open Pladay in your browser or the app — no sign-up needed.
- Go to Modules (top of the sidebar) and search for Deals pipeline.
- Switch Deals pipeline on and make your first entry with one tap.
Deals pipeline is part of these starter packs: 💻 Freelancer.
Works well with Deals pipeline
FAQ
Is Deals pipeline free?
Yes. Deals pipeline is free to turn on and use, and you can export everything you record. Pladay Pro only adds a bigger AI quota, cloud backup and more custom trackers.
Where is my Deals pipeline data stored?
Deals pipeline saves on your device first and, after sign-in, syncs to your other devices encrypted in transit. You can keep Deals pipeline on this device only at any time.
Does Deals pipeline show up on the Today screen?
Deals pipeline has no card on Today; open it from the Life tab or the sidebar.