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Claim OfferTrack every opportunity from first contact to closed deal with drag-and-drop stages, automated follow-ups, and AI-powered deal summaries.
No credit card required · Cancel anytime · Free migration help
4.8/5★★★★★rating on G2Track prospects from first touch to closed-won on a visual board. Drag deals across stages, then open any card for the full deal record.
Quick Access
Pipelines
$6,950 total
Website Redesign Deal
Onboarding Flow Setup
Landing Page Sprint
$16,900 total
Mobile App Retainer
Content Retainer
E-commerce Build
$12,750 total
SEO Audit Contract
Brand Refresh
CRM Migration
$12,900 total
Analytics Dashboard
Q4 Retainer
Logo Package
About This Deal
Owner & Assignee
Company
Related Contact
Tag
Description
Full website redesign + brand refresh for Bright Studio Co, a 6-week engagement.
Last Modified on 12 Mar 2026
Website Redesign Deal
Discovery Workshop
19 Mar 2026 · 9:00 AM
Kickoff Call with Sarah Connor
20 Mar 2026 · 10:00 AM
Proposal Walkthrough
22 Mar 2026 · 2:30 PM
Sent Contract for Review
24 Mar 2026 · 4:15 PM
Client Replied, Approved Scope
25 Mar 2026 · 11:20 AM
Website Redesign Deal
Stage
ProspectingStatus
OpenType
WarmPriority
HValue
$4,200
Close Date
18 Mar 2026
Owner & Assignee
AssigneeCompany
Related Contact
+ AddTag
Description
Full website redesign + brand refresh for Bright Studio Co, a 6-week engagement covering UX, visual design, and Webflow build.
Last Modified on 12 Mar 2026
Without a proper pipeline, valuable opportunities disappear into inboxes and spreadsheets. Taskip gives you one source of truth for every deal, from the lead that starts it to the quote that closes it and the invoice that gets you paid.
What is Taskip Pipeline?
Taskip’s Sales Pipeline is a visual deal-tracking system built for agencies and freelancers. It replaces scattered spreadsheets and inboxes with drag-and-drop Kanban stages, deal timelines, AI-generated descriptions, and team-wide visibility into every opportunity, from first contact to closed won.
Learn about the sales process on Wikipedia| Without Taskip | With Taskip Pipeline | |
|---|---|---|
| Tracking deals | Deal info scattered across spreadsheets and email threads | Visual Kanban pipeline with every deal in one place |
| Follow-ups | Manual reminders, easy to forget a lead | AI-generated summaries and an activity timeline keep every deal on track |
| Reporting | No visibility into total pipeline value | Real-time deal value and stage totals at a glance |
Build from scratch or use prebuilt templates. Define your own stages, such as Qualification, Proposal, Negotiation, and Closed Won, whatever fits your workflow. Most agencies run two: one pipeline for new-business deals, another for active-client upsells and renewals.
“The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. Everything feels well thought out, dependable, and genuinely reliable.”
Aminul I., CEO · Small Business
Drag deals on a visual Kanban board or manage them in a detailed list. Hot, warm, and cold badges help you prioritize at a glance.
About This Deal
Owner
Company
Related Contact
Tag
Stage
ProspectingStatus
OpenType
WarmPriority
HValue
$4,200
Close Date
18 Mar 2026
Description
Full website redesign + brand refresh for Bright Studio Co — 6-week engagement covering UX, visual design, and Webflow build.
Comprehensive deal records with everything you need, including company, contacts, value, priority, and custom fields. AI helps you write descriptions instantly.
About This Deal
Owner
Company
Related Contact
Tag
Discovery Workshop
19 Mar · 9:00 AM
Kickoff Call — Sarah Connor
20 Mar · 10:00 AM
Proposal Walkthrough
22 Mar · 2:30 PM
Sent Contract for Review
24 Mar · 4:15 PM
See the complete history of every deal, including stage changes, notes, files, and team activity. Schedule meetings and calls right from the deal view. Paired with hot, warm, and cold temperature badges, AI summaries mean you always know which deal needs attention first.
About This Deal
Owner
Company
Related Contact
Tag
Files
Proposal_v2.pdf
PDF · 2.4 MB · 22 Mar
Brand_Guidelines.fig
Figma · 8.1 MB · 20 Mar
Contract_Signed.pdf
PDF · 1.1 MB · 24 Mar
Notes
Client prefers a minimal, editorial aesthetic — avoid heavy gradients.
James Doe · 20 Mar
Budget approved for phase 2. Kickoff booked next week.
James Doe · 22 Mar
Ready to bring Pipeline into your workflow?
No credit card required · Free migration help
3x
faster deal closing with a visual pipeline
100%
pipeline visibility across the whole team
60%
more deals closed with timely follow-ups
100%
team alignment on who owns what deal
Read verified Taskip reviews on G2
“Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. It is easily one of the most reactive teams I've encountered. Responses are fast, and they turn user suggestions into reality.”
Karlo R.
WordPress Developer & Marketing Consultant
“The team is very personable and genuinely want you to have the best experience with the system. I look forward to streamlining all my client data, contracts, invoicing and reminders for business.”
Ramie C.
Owner, Kinetic Timing
“All in 1 business management CRM tool. I love using a client management system that lets me handle everything from contracts to invoices.”
Verified User
Information Technology & Services
The Sales Pipeline is a visual deal-tracking system that helps you manage opportunities from first contact to closed won. You can create custom stages, track deal values, assign team members, and manage all activities in one place.
Yes. You can create unlimited pipelines for different sales processes, project types, or teams. Each pipeline can have its own custom stages and settings.
Taskip’s AI helps you write deal descriptions, generate task lists from deal context, and provides smart summaries of deal activity, saving hours of manual work while keeping your deals well-documented.
You can assign multiple team members to any deal, track who did what in the timeline, share notes and files, and coordinate activities. Everyone stays aligned with complete visibility into deal progress.
Yes. You can upload files directly, connect your Google Drive to attach files, or add external links. All files are organized per deal for easy access.
Taskip Pipeline, no credit card required
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