Every opportunity and every service request represents real people, real revenue and real relationships. But when you’re tracking all of that in spreadsheets, sticky notes or a mix of tools, it’s easy for things to slip.
Sales and service pipelines in ClientCircle bring all that work into one place. You get a clear picture of what’s in motion, who is responsible and what needs to happen next.
See every opportunity in one place
Sales pipelines give you a structured way to manage personal and commercial lines opportunities from first contact through to closed. Each deal lives in a pipeline with clear stages like new, in progress, quoted--or any stage you choose to assign.
Inside each deal you can:
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Attach files like quotes so everything is easy to find later
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Capture notes about coverage, conversations or next steps
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Connect all related contacts so you see everyone involved
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Assign work to the right teammates and see who owns what
Customize pipelines for how your agency works
Your processes are unique, so your pipelines should be too. In ClientCircle, you can create as many pipelines as you need and customize each one to match your sales or service flow.
You control:
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Pipeline types, like personal lines and commercial lines
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Stages and closed statuses, including separate “won” and “lost” outcomes
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Required fields for certain statuses, like a lost reason when a deal is marked lost
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Custom fields on deals, so you can track any extra information that matters to your agency
Want to track X-dates on competitor policies, or add a custom field for a specific program? Add it as a field on the deal, make it part of your process and keep that data consistent across your team.
Work the way you like to see your data
Pipelines are as customizable as the rest of ClientCircle, so you can switch views without losing any functionality.
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Card view gives you a clear board-style layout where you can drag and drop deals between stages and reorder them by priority
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Table view lets you see more deals at once in a compact grid, while still letting you drag between stages and open details with one click
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Panel view gives you a focused list and detail layout for deep work
No matter which view you use, the actions stay consistent. Drag to update status, click to open details, edit fields in place and sort based on what you want to work on next.
Turn forms into tracked opportunities
Your website and online forms already bring in leads and requests. Pipelines help you work them in a structured way.
When someone fills out a quote form on your site, that submission can create a new deal in the right pipeline with the right type. From there, your team can review the details, follow up and move the opportunity through the stages.
Standardize service with workflows
Pipelines aren’t just for sales. Service pipelines give you a similar structure for ongoing client work.
You can create workflows for things like policy reviews or other service processes and connect them to forms, automations or internal checklists. Each workflow can have its own stages and related tasks, plus notes and contact connections, so everyone knows what is happening and what still needs to be done.
Because workflows use the same interface as deals, your team learns one system and can apply it across both sales and service.
Sales and service pipelines are designed to work the way your agency does, not the other way around. You decide what to track, how to track it and how your team moves work from start to finish.
Want to see pipelines in action?
Watch our mini webinar to learn more about sales and service pipelines in ClientCircle.