Close More Deals with Visual Sales Pipelines
Track every opportunity from first contact to closed won. Drag and drop pipelines, automated workflows, and AI powered insights built for freelancers and agencies who want to grow.
Trusted by 1000+ Agency Owners And Professionals Worldwide
Tired of Losing Deals And Missing Follow-ups?
Without a proper pipeline, valuable opportunities slip through the cracks every day.
Scattered Deal Information
Emails, spreadsheets, and notes everywhere with no single source of truth for your deals.
Missed Follow-up Deadlines
Without reminders, hot leads go cold, and deals die in your inbox.
Zero Pipeline Visibility
Can’t see where deals stand or predict next month’s revenue.
Team Collaboration Chaos
No one knows who’s handling what deal or what’s been discussed.
Unpredictable Revenue
No way to forecast income or plan resources without deal tracking.
Manual Data Entry Nightmare
Hours wasted updating spreadsheets instead of closing deals.
How It Works
Transform Leads Into Revenue
In 4 Steps
Get your pipeline up and running in minutes, not days.
Create Pipeline
Choose a template or build your own custom pipeline with stages that match your sales process.
Add Deals
Create deals with company details, contact info, deal value, and custom fields.
Track & Manage
Move deals through stages, add notes, schedule activities, and collaborate with your team.
Close & Win
Win more deals with better visibility, timely follow-ups, and team coordination.
Features
Deliver Projects On Time, Every Time
Build organized teams and get full visibility into who’s working on what.
Create Pipelines That Match Your Exact Sales Process
Build from scratch or use prebuilt templates. Define your own stages, such as Qualification, Proposal, Negotiation, or Closed Won, whatever fits your workflow.
- Start from scratch or use templates
Start from scratch or use ready-made templates to build your pipeline faster way.
- Custom open and closed stages
Create custom open and closed stages to match your sales process.
- Multiple pipelines for different workflows
Manage multiple pipelines to support different workflows and teams.
- Drag to reorder stages anytime
Drag and reorder stages anytime with ease.
See Every Deal at a Glance with Kanban & List Views
Choose your preferred view. 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.
- Drag-and-drop Kanban board for visual tracking
Drag-and-drop Kanban board for visual task tracking.
- Detailed list view with sorting & filtering
Detailed list view with sorting and filtering options.
- Lead temperature badges (Hot, Warm, Cold)
Instantly identify lead priority with visual temperature badges.
- Real-time pipeline value by stage
Track deal value across every stage in real time.Track deal value across every stage in real time.
Capture Every Detail Before Work Begins
Create comprehensive deal records with all the information you need — company, contacts, value, priority, and custom fields. AI helps you write descriptions instantly.
- Company & contact linking
- Deal amount & currency tracking
- AI-powered descriptions
- Custom fields for your workflow
Track Every Interaction with Timeline & Activities
See the complete history of every deal — stage changes, notes, files, and team activity. Schedule meetings and calls right from the deal view.
- Complete activity timeline
- Schedule meetings & calls
- AI-generated deal summaries
- Filter by activity type
Create Tasks to Move Deals Forward
Add tasks directly to deals — manually, with AI assistance, or bulk import via CSV. Never forget a follow-up or next step again.
- Create tasks manually
- AI-generated task lists
- Bulk import from CSV
- Assign to team members
Keep Files & Notes Organized in One Place
Upload files directly, connect to Google Drive, or add links. Write rich-text notes with attachments to capture important details and decisions.
- Direct file uploads
- Google Drive integration
- Rich-text notes with formatting
- External link attachments
More Features
Powerful Features for Growing Businesses
Everything you need to capture, nurture, and convert leads professionally.
Get Free Trial Now
Pipeline Views
Kanban board and list view for flexible deal management
Activity Scheduling
Schedule meetings and calls directly from deals
Team Assignees
Assign multiple team members to deals and project task
Deal Timeline
Complete history of all deal activities and details timeline
File Management
Upload files or connect Google Drive
Notes & Comments
Rich notes with attachments
Lead Scoring
Hot, warm, cold badges for prioritization
AI Assistant
Generate descriptions and tasks with AI
Who It’s For
Perfect for Every Type of Business
From freelancers to agencies, our Sales Pipeline adapts to your workflow.
Digital Marketing Agencies
Strategic guidance and expert advice for your business growth
Advertising Agencies
Full-service marketing solutions to grow your brand
Creative Agencies
Improve your search rankings and organic visibility
Design Agencies
Creative design services for digital and print media
Software & Development Companies
Professional video production and editing services
Professional Services
Engaging content creation for all your marketing needs
Consulting Firms
Custom websites and web applications built to scale
Freelancers
Professional photography for events, products, and portraits
The impact of professional service catalogs
Results From Service Business
Taskip completely changed how we deliver services. Clear packages, instant bookings, and zero back-and-forth emails—our clients love the simplicity.
Since using Taskip, clients understand exactly what they’re getting before they book. It’s cut proposal time to almost zero and boosted our close rate.
The tiered service packages in Taskip make upselling effortless. Clients naturally choose higher-value options without us having to push.
Taskip helped us look more professional overnight. Clear pricing, defined deliverables, and automated booking—everything just works.
Frequently Asked Questions (FAQs)
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.