01
Capture every lead in one place
Create a card for each new lead the moment they enter your funnel - inbound demo request, trial sign-up, or conference contact. Attach company details and initial notes to the card so context is never lost.
// CRM Pipeline
Close deals, not tabs.
Track every deal from first lead to signed contract on one visual board. See your entire sales pipeline at a glance - which deals are active, which need follow-up, and which just closed.
Lead
3Acme Corp - inbound demo request from VP of Engineering
Enterprise
BrightPath Labs - downloaded whitepaper on workflow automation
Mid-Market
LaunchPad AI - signed up for free trial via Product Hunt
Startup
Qualified
2Acme Corp - confirmed $50K budget, 200-seat deployment
Enterprise
NovaTech Solutions - discovery call scheduled for Thursday
Mid-Market
Proposal
2Acme Corp - custom enterprise proposal sent with SSO and audit log
Enterprise
BrightPath Labs - standard business plan quote delivered
Mid-Market
Negotiation
2Acme Corp - legal reviewing MSA, requesting data residency clause
Enterprise
BrightPath Labs - negotiating annual vs monthly pricing
Mid-Market
Closed
2LaunchPad AI - converted from trial to paid startup plan
Startup
Meridian Group - 3-year enterprise contract signed
Enterprise
02
Qualify and move deals forward
After the discovery call, drag qualified leads forward. Add budget, timeline, and decision-maker details in the card description. Label each deal as Enterprise, Mid-Market, or Startup to segment your pipeline.
03
Track proposals and negotiations
Cards in Proposal and Negotiation are your active revenue. Attach proposal PDFs and log negotiation notes as timestamped comments. Due dates keep follow-ups on schedule so no deal goes cold.
04
Close and celebrate
When a deal closes, move the card to Closed and log the final contract value. The board becomes your pipeline history - review win rates, average deal size, and time-to-close across all closed deals.
01 Can this replace a full CRM tool?
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For small sales teams, yes. Flux gives you a visual pipeline, deal tracking, and team collaboration without the complexity of a traditional CRM. As your team scales, use it alongside your CRM to keep the visual deal board that sales reps actually look at every day.
02 How do I track deal value and revenue?
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Add the deal value to each card title or description. Use comments to log pricing changes during negotiation. Labels like Enterprise, Mid-Market, and Startup let you filter and mentally segment pipeline value by customer tier.
03 Can my sales team collaborate on deals in real time?
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Yes. Flux boards update instantly via real-time sync. When an AE moves a deal to Proposal, the sales manager sees it immediately. Comments create a threaded deal history that replaces scattered Slack messages and email chains.
// Start closing
Your pipeline, crystal clear.
No credit card. Track deals from lead to close with real-time sync and visual pipeline management.