A visual sales pipeline for your team

Configurable deal stages, a drag-and-drop kanban board and "rotting" deals — see exactly where deals stall, with data hosted in the EU.

A sales pipeline isn't just a list of opportunities — it's the map of the money coming into your company. 4softcrm gives you a kanban board where each deal moves via drag-and-drop across stages you configure (for example New → Qualified → Proposal → Negotiation → Won/Lost). Every card shows the value, the owner and whether the deal is "rotting" — sitting in its stage longer than the number of days you set. Each stage carries a win probability, so the board also shows the weighted value of the pipeline. Plans are priced by team size (5, 25, 50 or 100 users) and data is hosted in the European Union.

  • Drag-and-drop kanban board — move deals across stages you configure yourself.
  • Multiple pipelines — separate new business from renewals or split by product line, each with its own stages.
  • "Rotting" deals — set a number of days per stage and the cards that exceed it are highlighted on the board.
  • Weighted value — the win probability of each stage × deal value, summed per stage and per pipeline.
  • Custom fields — add the fields your process needs (lead source, competitor, loss reason) without code.
  • Activities on every deal — calls, meetings, tasks and notes in one timeline next to the deal.
  • Numbered quote documents — build a quote from the products catalogue straight from the deal.
  • Plans by team size — 5, 25, 50 or 100 users, with the same features on every plan.

How the kanban sales board works

Each deal is a card on the board, placed in its current stage. Reps drag cards across as the conversation progresses — from "New" to "Proposal", then "Negotiation" and "Won". Stages are configurable without code: add, rename or reorder them to match your real sales process, and give each one a win probability. Unlike a shared spreadsheet, every rep works on the same board, and the manager sees at a glance where deals pile up.

"Rotting" deals: catch deals going cold

The biggest risk in a pipeline is the forgotten deal — the opportunity sitting for weeks in "Negotiation" with no activity. In 4softcrm you set, per stage, how many days a deal may stay there; when a card exceeds that threshold it is marked as rotting on the board. Reps see which deals need a call today, and the manager sees which opportunities are stuck, before they are lost to missing follow-up.

Multiple pipelines for different processes

New business doesn't go through the same stages as a renewal or a partnership. In 4softcrm you create separate pipelines, each with its own stages, probabilities and rotting thresholds. Each rep works in the relevant pipeline, and the weighted value is computed per pipeline, so the numbers for different processes don't get mixed.

Why the 4softcrm pipeline over HubSpot, Pipedrive or Salesforce

Pipedrive popularized the kanban board and charges per user. HubSpot offers a lot, but the price grows quickly with seats and add-ons. Salesforce is powerful but heavy to configure. 4softcrm gives you a visual kanban board, rotting deals, multiple pipelines, rule-based automations and quote documents in plans priced by team size, with data stored in the EU (GDPR-compliant) and as part of the 4b2b ecosystem — an invoice for a quote can be issued through 4invoices.

Frequently asked questions

Can I configure my own deal stages?

Yes. Stages are configurable without code — add, rename, reorder or delete them from the interface, and set a win probability and a rotting threshold for each one. Different processes can run on different pipelines.

What is a "rotting" deal and how does it help?

A deal is rotting when it stays in a stage longer than the number of days you set for that stage. 4softcrm highlights these deals on the board, so the team knows which opportunities need a follow-up before they go cold.

Can I have more than one pipeline?

Yes. You can create separate pipelines (for example New Business, Renewals, Partnerships), each with its own stages, probabilities and rotting thresholds.

How is 4softcrm priced?

By team size: plans for 5, 25, 50 or 100 users. The features — pipeline, automations, reports, quotes — are the same on every plan.

Where is pipeline data stored?

In the European Union, GDPR-compliant. Customer and deal data are hosted in the EU.

Does the pipeline connect to invoicing?

Yes. 4softcrm is part of the 4b2b ecosystem: from a quote document you can use "Issue invoice" to create the invoice in 4invoices, with no manual re-entry.

Related resources

See your sales pipeline on a visual board

Configure your stages, set the rotting thresholds and see exactly where deals stall.

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