Pipelines

Manage projects with the Pipelines feature in SynergyOS CRM. Visualize steps in real-time and see deals or tasks move from stage to stage.

Create a Pipeline

Click 'New Pipeline' in the toolbar. Fill in the name and stages.

Customize Stages

Drag and drop to rearrange stages. Click 'Add Stage' to add new ones.

Link to Projects

Associate projects in pipelines for an integrated view.

Metrics and Filters

Monitor key stats and use filters to sort by stage or date.

Integrations

Integrate with third-party apps for more functions.