A sales pipeline tracker
built on your contacts

Yes. Save the sheet as a CSV and drop it into Import. Only two columns are required, the deal name and the contact; everything else is optional: email, company, value, stage, confidence, next step, next-step date, expected close and source. Columns can be in any order, extra columns are ignored, and you confirm how they line up before a single deal is created. ContactsPlus matches each row to a contact by email first, then by name and company, and attaches the deal without changing the contact. Rows it can’t match are left out and counted, deals already marked won or lost are skipped, and there’s a template to copy or download if you’d rather start clean.

Lead, Qualified, Proposal and Negotiation, then Won or Lost. Each open stage is a column on the Board, where you drag a deal when it moves, or you can press Advance on the deal itself. Every move is written to the Activity Log with who made it and when. Marking a deal won asks why it landed and creates a kick-off task and a renewal reminder; marking it lost asks for the reason, so you can see later whether you lose on price, timing or a competitor. Lost is a closing outcome rather than a column, so the board only shows deals you’re still working. The stages are fixed for now.

Every deal has a value and a confidence. Hot starts at 70%, Warm at 40% and Cold at 15%, and you can type your own percentage on any deal. The forecast multiplies each open deal’s value by its percentage and adds them up, so a $48,000 deal at 75% counts as $36,000 and a $10,000 deal at 15% counts as $1,500. The total sits at the top of the pipeline next to the full open value, so you can see both the optimistic and the realistic number at a glance. Reports break it down further, with win rate, average deal size and the deals that are slipping.

Yes. A deal is its own record linked to a contact, so one client can have a renewal, an add-on and a new project open at the same time, each with its own stage, value, next step and timeline. The contact’s page shows a Deals card with every deal, its stage and a running total of what’s open, and you can start a new one from there with Add a Deal. When more than one person is involved, add them to the deal and give each a role, such as champion, decision maker, economic buyer or blocker.

Yes, in two ways. Send to manager creates a view-only link to your reports: either every report on the overview as one page, or just the report you have open. You choose who can open it, either signed-in members of the pipeline or anyone with the link, and whether it expires in 7, 30 or 90 days or never. Recipients see the figures and can’t edit a deal. You can also export: an Excel workbook with summary, by-owner and won/lost tabs, or a flat CSV with one row per deal.

Yes. Send proposal on a deal gives you two ways to do it: attach a PDF, Word file or slides, either from your ContactsPlus documents or uploaded on the spot, with a short note, or write a simple proposal straight into the email. It can go from your own connected Gmail or Outlook mailbox, so it lands in your Sent folder, or from proposals@contactsplus.com with replies coming back to your address. Your signature is added, you can preview exactly what will be sent, and the proposal is recorded on the deal once it goes.

Not yet. Every deal shows its owner, and the Activity Log records who made each change, but you can’t hand a deal to a colleague today. That makes the pipeline a good fit for one person, or a small team working one shared book where everyone can see who did what.

It’s a Premium feature. Free accounts can track up to 3 deals, which is enough to try the Focus view, the board and a proposal on real work. Premium and Teams include Sales Pipeline in full, along with Emailing, tasks and follow-up reminders, and 10 GB of document storage. The pricing page compares the plans.