Visual deal stages
Move opportunities through a pipeline that matches your sales process.
← Explore all featuresCLIENT SOLUTIONSSales Pipelines
Sales Pipelines
made simple.
Track every opportunity and move customers confidently from first enquiry to closed deal.
↗BRANDROOF / SALES PIPELINES
Sales Pipelines
Give your team a visual view of every opportunity, its value and its next action—so follow-ups happen and forecasts stay grounded in real activity.
● CONNECTED AND ACTIVEBUILT AROUND YOUR BUSINESSEverything working
Everything working
together.
Clear next actions
Keep tasks, owners and due dates attached to every deal.
Reliable forecasting
See pipeline value, conversion and momentum at a glance.
HOW IT WORKSGet set up.
Get set up.
Keep moving.
Track every opportunity and move customers confidently from first enquiry to closed deal.
STEP 1
Add opportunities
Create deals manually or from forms and automations.
STEP 2
Move each deal
Update stages as conversations and decisions progress.
STEP 3
Close with confidence
Use timely reminders and full context to win more work.
Client SolutionsPart of your connected Brandroof platform
One customer viewEvery interaction stays connected
Built around your workflowPractical tools for growing businesses
EXPLORE THE EXPERIENCESee how Sales Pipelines
See how Sales Pipelines
works in real life.
See every opportunity, its owner and the next action that will move it forward. Choose a customer moment and explore what happens next.
Visual sales pipelineEXAMPLE DATA
JS
Jordan SmithNew website enquiry · Melbourne
● Active✓
Lead qualifiedCustomer activity recorded
Ready○
Stage updatedRelevant details connected
Next○
Follow-up assignedNext action ready for your team
NextInteractive example using sample customer data.
MORE THAN A SINGLE FEATUREEverything you need
Everything you need
to make it work.
Sales Pipelines works best when the details, people and next steps are connected. Explore the practical capabilities that support your team every day.
Visual sales stages
Organise opportunities around your real process, from a fresh enquiry and quote through to approval, delivery and a won customer.
Included in your connected platform →Opportunity values
Attach meaningful values to opportunities so your team can understand the commercial picture behind the work in progress.
Included in your connected platform →Next-step reminders
Keep follow-up tasks, due dates and responsibility visible instead of allowing important opportunities to sit untouched.
Included in your connected platform →Customer context
See the conversations, service interests and account details connected to every opportunity before deciding what to do next.
Included in your connected platform →Stage-based automation
Trigger updates, reminders and customer messages when opportunities enter the right part of your sales process.
Included in your connected platform →Pipeline visibility
Review movement, values and stalled opportunities in a practical view that helps the team focus on meaningful next actions.
Included in your connected platform →MADE FOR REAL BUSINESSESDifferent businesses.
Different businesses.
One clearer journey.
Explore practical ways Sales Pipelines can support the customer moments that matter.
EXAMPLE SCENARIO · BRIGHT WATER FILTRATION
Quote requested
The customer challenge
A customer is considering a whole-house system but needs a follow-up after the quote.
How Sales Pipelines helps
See this for your business →Create the opportunity, attach its value and assign the right person to check in.
YOUR CONNECTED CUSTOMER JOURNEYA more organised
↗
A more organised
next step.
The quote stays visible in the pipeline instead of disappearing into an inbox.
Customer context connected
FOLLOW THE CUSTOMER JOURNEYEvery moving part.
Every moving part.
Working together.
Select a step to see how Sales Pipelines supports a clear, connected customer experience from the initial moment to the next action.
A customer takes action
Website enquiry creates a clear starting point in Sales Pipelines.
Connected to your Brandroof customer record
EXPLORE THE OPPORTUNITYWhat could a clearer
What could a clearer
process uncover?
Adjust the example inputs to see how many customer moments may not currently have a consistent process. This is an illustrative planning tool, not a performance prediction.
customer moments without
a consistent process
Out of 120 monthly open opportunities, around 78 are already covered by the process you selected.
65% currently covered · 35% worth reviewingExplore your customer journey →
BETTER AS ONE PLATFORMSales Pipelines is only
Sales Pipelines is only
the beginning.
Connect this feature with the rest of Brandroof to create a smoother experience for your customers and a clearer process for your team.
QUESTIONS, ANSWEREDEverything you want
Everything you want
to know.
Practical answers to common questions about using Sales Pipelines in your business.
Ask the Brandroof team →Can the pipeline match the way my business sells?+
Yes. Your opportunity stages can reflect the steps your team actually uses, such as new lead, contacted, quoted, booked and won.
Can I see the value attached to each opportunity?+
Opportunity values help your team understand the commercial importance of open deals and review the current pipeline with more context.
How do I prevent deals being forgotten?+
Ownership, clear next actions, tasks and stage-based follow-up help keep important opportunities visible and moving.
Does the pipeline connect with customer conversations?+
Yes. Opportunity management is more useful when the customer record and relevant conversation history stay connected to the deal.
How do I get started with Sales Pipelines?+
Book a Brandroof demo and explain how your business currently handles open opportunities. The team can help you explore a setup that suits your services, customer journey and existing priorities.
↗
See Sales Pipelines in action →Sales PipelinesSee every opportunity, its owner and the next action that will move it forward.
Ready to grow
with Brandroof?
Connect your customers, conversations, marketing and payments in one practical business platform.