All features
Communication ยท CRM Pipeline

Leads stop slipping your mind.

Visual kanban board showing each prospect's stage โ€” who's new, who's negotiating, who's ready to close. Drag-and-drop, no coding.

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Status

Live ยท Production

The real problem

Your leads list lives in Excel or a notebook โ€” when it's busy, you forget who's been followed up. Day 1 you get 20 leads, end of month you realize 12 went cold.

What changes with cshub

Every lead is a card on the kanban with a clear stage. Your team knows daily priorities, conversion rate rises because follow-up becomes consistent.

What lifts your business

01

Visual drag-and-drop

Move a lead between stages by dragging. Auto updates date, triggers reminder, logs activity.

02

Custom stages per business

Make "Sample sent", "Price negotiation", "PO received" โ€” free to match your sales flow.

03

Notes & reminders per lead

Add note "customer wants 10% discount", set reminder "follow-up Monday 3pm". Nothing forgotten.

04

Priority filters

See leads with no update > 7 days (stale), or highest-value leads, or by channel.

How it works

01

Set your pipeline stages

Make stages: New โ†’ Interested โ†’ Negotiating โ†’ Closing โ†’ Won/Lost.

02

Leads stream in from chat

Every new contact from the inbox can become a lead card on the pipeline.

03

Move stages on progress

Drag cards as conversations progress. Team & owner see in real-time.

Perfect for

Case #1

Property agent with many prospects

Stages: Viewing โ†’ Survey โ†’ DP โ†’ Closing. Visual pipeline makes monthly forecasts easy.

Case #2

B2B software vendor

Long sales cycle (3-6 months). Pipeline tracks each company's stage, who needs a push.

Case #3

Shop with reseller program

Stages: Ask โ†’ Sample โ†’ PO โ†’ Pay โ†’ Ship. CS team knows today's priorities.

Ready to use this in your business?

Try 14 days free without credit card. 5-min setup.