Client pipelines

A client pipeline your agents keep moving

Deals from first hello to won. Claude, Codex and Grok log the calls, move the deals and sign every change.

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Free for 3 days, then $12 a month.

Pipeline$12,600 open Find a client
Lead1$3,600
HHarbor DentalGrace Kim$3,600
Reply to their form
TodayGrok added a note
Talking2$2,400
BBrightside YogaLeo Park$1,500
Demo the group bookings
TomorrowClaude logged a meeting
FFernhill BakeryTom Reid$900
Send the case study
Today
Proposal sent2$6,600
NNorthwind StudioPriya Shah$1,800
Follow up on the proposal
Sun
LLumen HealthDana Ortiz$4,800
Wait for their legal team
ThuCodex logged a call
Won2$3,500
OOakline StudioMaya Chen$2,400
Won Oct 27
PPine & PourSofia Ruiz$1,100
Won Oct 22
Ask
An example Clients board: a client pipeline with deals in four stages, a shelf of widgets and Board activity. Every name and number on it is example data.
Pipeline$12,600 open

$2,400 in Talking

BBrightside YogaLeo Park$1,500
Demo the group bookings
TomorrowClaude logged a meeting
FFernhill BakeryTom Reid$900
Send the case study
Today
Ask

The Clients board on a phone. Every name and number on it is example data.

What it does

Everything client pipelines can do

Stages and totals

Lead, Talking, Proposal sent and Won to start, renamed to fit how you sell. Each column keeps its own total, with the open total on top.

Your agents keep it current

Claude, Codex and Grok read every deal, move one and log a note in one go. Each change lands in Board activity with their name and an Undo.

Follow-ups and reminders

A deal due today, or with no next step, waits in Follow-ups. At 9 AM on the day, a reminder tells you who.

A history on every deal

Value, next step, email and phone, then every call, email, meeting and agreement, newest first. A line an agent logs carries its name.

Meetings that show the deal

When a guest on a Google Calendar meeting matches a deal’s email, the meeting shows the deal. Prep asks your agent for a brief, and Log it on the deal saves what you agreed.

List view and CSV

Sort every deal by stage, value or date. Bring deals in from a CSV file, or download them all.

Ask your agents

What to ask each agent

Claudeon Client pipeline

You ask: Move Fernhill Bakery to Proposal sent

Fernhill moves to Proposal sent, the email is logged on its history, and a follow-up is set for Monday.

Codexon Client pipeline

You ask: Who should I follow up with this week?

Four names, most urgent first, read from each deal’s next step and its date.

Grokon Client pipeline

You ask: Add Kiln & Co as a lead at $1,200. They found us through our no-shows post on X.

A new deal in Lead, with its value and a note on where it came from.

Also try Claude: “Log my call with Priya at Northwind. She wants a yearly price. Follow up Thursday.”

Try it on a whole example workspace. Ask it “Move Fernhill Bakery to Proposal sent”. Try it in the live demo

Works with

  • Claude
  • ChatGPT
  • Codex
  • Cursor
  • Grok
  • Google Calendar
  • Stripe
  • Lemon Squeezy
  • CSV import and download
  • Any app that speaks MCP

Who it’s for

Who uses client pipelines

01

Freelancers and small studios

Each card shows a client’s next step and date, from first email to yes.

02

Founders selling to businesses

Demos, proposals and contracts move through four stages, with the open total beside them.

03

People with more than one business

Keep one pipeline per business, each with its own stages, in one workspace.

One workspace

The rest of your workspace

Read more

Price

One plan, every board

  • Every kind of board: dashboards, docs, sheets, slides, clients, content, calendar, plans, mind maps, files and custom apps
  • Claude, ChatGPT, Codex, Cursor, Grok and any MCP app connect to the same workspace
  • The board’s own chat and jobs run on your Claude or Codex plan, with no AI credits to buy
  • Every connection, every theme, sharing and the phone view

Context BoardFree for 3 days

$12a month

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Frequently asked questions

Something else on your mind? Get in touch.

Setup, connections and every limit are in the docs.

Can I change the stages?

Yes. Stages and currency renames them, adds up to twelve, puts them in a new order or removes one. Deals in the last stage count as won. Your agent can rename them too.

Which agents can work on my pipeline?

Any app that speaks MCP connects with one address: Claude, ChatGPT on plans that allow a custom connector, Codex, Cursor and more. They read deals, change one and log a note in one go, and every change carries their name with an Undo.

Will it remind me to follow up?

Yes. A deal whose next step is due today, late or missing shows in Follow-ups, and a reminder comes at 9 AM on the day. Your follow-ups also show on your Calendar board, on their days.

Does it read or send my email?

No. The board does not connect to your inbox. Email opens your own mail app, and the calls, emails and meetings in a deal’s history are the ones you or your agents log.

Can I bring my deals over from another CRM?

Yes, as a CSV file: up to 2,000 deals at a time. You can download every deal as CSV whenever you like.

Can I share my pipeline by link?

No. A client pipeline holds other people’s names and contact details, so it is never shared by link.

One workspace for you and all your agents

Client pipelines sit beside calendars, dashboards, docs and every other kind of board, in one workspace your agents work in with you.

Start free trial Try it in the live demo

Free for 3 days, then $12 a month.