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KigoCloud module

CRM Pipeline

A pipeline-first CRM for deals, contacts and activities, with weighted forecasts that tie back to real invoices in KigoCloud.

pipeline

Lead

Northwind Ltd.

€4,200

Harbor Foods

€1,800

Proposal

Alpine Supply

€12,500

Kvarner Hotels

€7,900

Won

Delta Motors

€9,300

Key capabilities

Sales work, organised the way you run it.

Deals and stages

Value, owner, stage, probability, source and expected close date. Custom fields per deal type.

Multiple pipelines

Separate flows for new business, renewals or partner channels, each with its own stages.

Contacts and accounts

Contacts roll up to accounts with tax number, billing details and full deal and invoice history.

Activities

Calls, meetings, emails, notes and tasks with due dates, pinned to deals, contacts or accounts.

Weighted forecast

Move a deal into a stage and its weighted value counts toward the forecast immediately.

Kanban board

Drag deals between stages on a visual pipeline board.

Reports that matter

The forecast is honest because the deals are real.

Won deals flow into offers and invoices in the same database, so pipeline reports and revenue agree without CSV exports.

  • Weighted forecast for this and next quarter, by owner
  • Stage conversion funnel with average days in stage
  • Activity heatmap by rep and week
  • Deal source ROI tied to closed-won revenue
  • Aging deals stuck in a stage longer than the configured SLA
reports

Gross margin

34.2%

Stock value

€312k

Open AR

€48k

This yearLast year

How it connects

From first call to paid invoice.

KigoCloud modules share one database, so data entered once is available everywhere it is needed.

Croatian Compliance

A won deal becomes an offer and then a fiscalised invoice, without retyping.

Reports & BI

Pipeline, win rate and staff performance sit next to financial KPIs.

Booking & Reservations

Bookings can create calendar events and customer records automatically.

FAQ

Common questions

Can we add a new pipeline without development?

Yes. Pipelines, stages and deal types are configuration, not code.

Does it connect to other tools?

REST endpoints cover deals, activities, contacts and accounts, with webhooks on stage changes, won and lost deals and completed activities.

Are duplicate contacts prevented?

Contacts are deduplicated on tax number and e-mail at write time, and Croatian tax numbers are validated against the official checksum.

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