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Communication · Pipeline

Your leads live on a board, not in your head.

A kanban board that shows where every prospect stands: just asking, negotiating, or ready to pay. Moving a lead to the next stage is a drag.

app.cshub.id · Pipeline · Coaching packages

Sample view

New

Rina Aulia

3-month package

Rp 4.5M

Dimas P.

Private class

Interested

Rina Aulia

3-month package

Rp 4.5M

Asked about package prices

Budi S.

1-month package

Negotiating

Rina Aulia

3-month package

Rp 4.5M

Asked about installments

Maya L.

6-month package

Won

Rina Aulia

3-month package

Rp 4.5M

Deposit received

Andi W.

3-month package

The problem

Your leads are in a spreadsheet or a notebook. When it gets busy, you lose track of who you followed up with. You get 20 leads at the start of the month and realize at the end that half of them went cold.

What changes with cshub

Each lead is a card on the board with a clear stage. The team knows who to contact today, and follow-up becomes routine.

What it does

01

Drag to change stage

Drag a lead to the next stage. The date, reminder, and activity log update with it.

02

Stages that match your process

Create stages like "Site survey", "Quote sent", or "Deposit paid". Set them up the way you actually sell.

03

Notes and reminders per lead

Write "asked for 10% off" and set a reminder to follow up Monday at 3pm.

04

Priority filters

Find leads with no update in over 7 days, the highest-value leads, or leads from a specific channel.

How it works

01

Set up your stages

For example: New, Interested, Negotiating, Closing, then Won or Lost.

02

Leads come from chat

A new contact in the inbox can be turned into a card on the pipeline right away.

03

Move cards as things progress

Drag cards as conversations move forward. The team and the owner look at the same board.

Where it fits

Case #1

AC service company selling to offices

Stages: Inquiry, Survey, Quote, Deposit, Install date. The admin can see which quotes are still waiting on the client.

Case #2

Real estate agent with many prospects

Stages: Viewing, Survey, Deposit, Signing. This month's likely closings are the cards sitting in Deposit.

Case #3

Venue or heavy-equipment rental

Big rentals take a few rounds of negotiation. The pipeline shows which clients only need to confirm dates.

Try this feature in your business

7 days free, no credit card. Setup takes about 5 minutes.