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Deal Pipeline

Easily add your deals, assign tasks to your team, and track your most lucrative prospects all in one place so your deal pipeline never stops flowing.

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Get started with HubSpot's deal pipeline tools.

  • This feature is available for free, with additional functionality in premium editions of HubSpot. See the pricing page for more information.

    • Add company and contact records, log sales activities automatically, and easily keep records up to date
    • Use reporting dashboards to predict revenue and identify roadblocks in your sales process
    • Turn your most effective and repetitive sales emails into easy-to-use templates

     

  1. Forecast revenue to drive sales excellence.

    Keep your sales team on track with HubSpot’s deal pipeline.

    Minimize any room for error by making decisions and taking action based on data. Automate playbooks and templates for your team to use with your most valuable prospects.

    Never let a valuable prospect slip through your fingers again. Use dashboards to predict revenue and explore potential bottlenecks in your sales cycle. Identify the stages of your process that are most or least efficient, and keep track of deals as they move through your pipeline. 

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  1. Create new deals easily.

    The deal pipeline recognizes when you add new deals from an existing contact or company record in the HubSpot CRM and updates it automatically.

    Eliminate manual data entry and get the most up-to-date information delivered to you directly.

  2. Customize your deal pipeline.

    Create a custom pipeline easily using HubSpot’s drag-and-drop editor.

    Empower your sales team to own their process — they’re the ones that know the most. Let them add or modify deal stages and properties without the help of IT.

  3. Track performance across your team.

    Monitor your team’s performance individually and as a whole. Use sales dashboards to get quick, straightforward insights into where you’re excelling and failing. Revenue data combined with detailed analytics helps everyone understand their impact.

  4. Work deals wherever you are.

    Sales reps are often on the go, and HubSpot makes it easy for them to keep up with leads while away from their desk.

    Monitor leads and performance on the move with the HubSpot mobile app, available for Android and iOS.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

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Frequently Asked Questions

  • HubSpot's deal pipeline software helps you manage your business’ deals and track and manage your prospects. Deal stages are provided as steps in the pipeline for your sales team to track the opportunity of a deal as it moves forward.

  • Popular features in HubSpot’s free deal pipeline include:

    • Deal entry and tracking
    • Customizable deal stages
    • Sales dashboard performance reporting

  • HubSpot’s deal pipeline software is part of Sales Hub, and you can get started with it for free. If you are looking for more advanced CRM features to help organize your data and scale your team, HubSpot's Sales Hub also offers premium features with its Starter, Professional, and Enterprise editions.

  • You definitely can. There are tons of custom integrations in HubSpot’s App Marketplace, and they make it easy to connect many tools of your choice.

  • No! If you don’t have a team of your own, HubSpot’s customer success team is committed to getting you up and running quickly. We also offer solutions partners to provide specialized support for your integrations, if needed.

  • Every tool is built on top of HubSpot's CRM platform. HubSpot automatically connects your data in a single point of truth within the CRM, resulting in better collaboration, more context for frontline employees, and more accurate reporting.