Skip to content
Bloc CRM
Start free
Pipeline & Deals

A board that matches how the work moves.

Enquiry, survey, quote, booked, done. Your stages, not a software funnel. With the value on the card, the owner on the card, and a warning on anything that has gone quiet.

Start freeSee where the deals come from

Deals

$70,750 open Board TableSales pipeline
New deal

New

2$7,400

Annual maintenance contract

$4,800

Islington · Harding & Vale Plumbing

Call22 AugPR

Fleet compliance retainer

$2,600

Newcastle · Ashcombe Removals

Call11d idleTW

Qualified

2$25,650

Commercial rewire: 3 sites

$18,400

Leeds · Northgate Electrical Services

Call29 AugPR

Term-time tutoring programme

$7,250

Cardiff · Meridian Tutoring

CallAB

Quoted

2$22,500

Estate grounds maintenance

$12,900

Bristol · Rowan Tree Landscaping

CalloverdueTW

Salon refit: phase two

$9,600

Edinburgh · Luxe Hair Studio

Call5 SepAB
Drop here

Won

1$15,200

Managed cleaning: 12 months

$15,200

Manchester · Clearview Window Cleaning

CallPR

The board

Everything you need to decide what to do next.

Column totals at the top, money on the card, owner on the card, and the ones that have stalled marked before they become last quarter's problem.

Your stages

Defined per pipeline, per workspace. Run new business and renewals side by side without forcing one into the other's shape.

Stale deals surface

Set the number of days that counts as too long. Anything past it is marked on the board, not buried in a report.

A forecast that is honest

Deals with no value are shown as such rather than quietly excluded. A forecast you can trust is worth more than one that flatters.

From lead to deal

Twenty leads become twenty deals in one action.

Select the rows that are worth pursuing and create the deals from them. The verification status, the source and the history come across with each one, so the board starts with context rather than a name.

  • Bulk creation straight from the leads table
  • Source and verification carried onto the deal
  • Owners assigned in the same step
  • The lead's call and email history stays attached
See the leads table

Leads

2,445Reachable onlyYorkshireRating ≥ 4.5Add filter
3 leads selectedCreate dealsAdd to sequenceAssign
Business nameCategory Email Phone Website AreaRating
Harding & Vale Plumbingplumberoffice@harding-vale.example.com020 7946 0114harding-vale.example.comIslington4.8(214)
Northgate Electrical Serviceselectricianhello@northgate-elec.example.com07700 900318northgate-elec.example.comLeeds4.9(388)
Clearview Window Cleaningwindow cleanerbookings@clearview-wc.example.com0161 496 0227clearview-wc.example.comManchester4.6(97)
Rowan Tree Landscapinglandscaperinfo@rowantree.example.com0117 496 0043rowantree.example.comBristol4.7(156)
Belgrave Roofing Ltdrooferadmin@belgrave-roofing.example.com0121 496 0781belgrave-roofing.example.comBirmingham4.4(62)
Luxe Hair Studiohair salonteam@luxehair.example.com0131 496 0592luxehair.example.comEdinburgh4.9(441)

Showing 1–6 of 2,445

123…98

One deal, in full

Everything that happened, in the order it happened.

The board is how a deal is glanced at. This is the same deal at its own address, for the visits that are reading: the value and the weighted figure, the contact with their details already verified, and a history that names who did each thing, including the assistant.

  • Value, stage probability and the weighted figure it produces
  • Calls, emails, notes, tasks and stage moves in one timeline
  • Automatic entries attributed, so nothing in the history is anonymous
  • Its own link, so a colleague can be sent the deal rather than the board
What writes to it

Commercial rewire: 3 sites

Northgate Electrical Services · Leeds · Services

Qualifiedopen

Value

$18,400

Weighted

$7,360

Probability

40%

Close date

29 Aug 2026

Owner

PRPriya Raman

Contact

Daniel Okafor

Operations director

d.okafor@northgate-elec.example.com

07700 900318

Call Email

Notes

Four engineers plus Daniel. Enquiries currently arrive in three places, quotes live in a spreadsheet. Two jobs lost in June to missed follow-ups.

ActivityActive 2 hours ago

  • Call with Daniel Okafor, 12 minutes2h ago
  • Moved from New to Qualified2h ago
  • Task created: send phased quote to co-director2h ago
  • Rewire schedule sent, 2 attachmentsTue 09:14
  • Budget sits with the co-director, not DanielTue 09:02

Nothing left hanging

A stage change that raises the work it implies.

Moving a deal is rarely the whole job. Tasks raised against a deal show up on the workspace task list too, so a follow-up does not only live inside one card, and overdue is counted in red rather than left to be noticed.

  • Tasks against the deal, visible on the shared list with their context
  • Assignee, deadline and the deal they came from on every row
  • Overdue counted in the header and in the sidebar
  • Stage rules that move a deal on when the trigger happens
More on tasks

Tasks

2 overdue
EveryoneAnyoneOpenAny deadlineMost urgent27 tasks

  • Send phased quote to co-director

    Two-quarter split, both options in one document.

    Overdue by 2 days·PRPriya Raman·Commercial rewire: 3 sites

  • Chase the grounds maintenance decision

    Overdue by 1 day·TWTom Whitfield·Estate grounds maintenance

  • Book the Leeds site survey

    Needs two engineers and roof access.

    Today, 17:00·PRPriya Raman·Commercial rewire: 3 sites

  • Confirm term-time schedule with Meridian

    Tomorrow·ABAisha Bello·Term-time tutoring programme

  • Add the compliance certificates to the quote

    Fri 8 Aug·TWTom Whitfield·Fleet compliance retainer

  • Send the salon refit deposit invoice

    Wed 6 Aug·ABAisha Bello·Salon refit: phase two

For the team

Who holds what, and who is carrying too much.

Ownership

Every deal has an owner, visible on the card. Reassign in bulk when a patch changes hands.

Shared by default

Everyone in the workspace sees the same board and the same history. Nothing important lives in one person's head.

Analytics per pipeline

Conversion by stage, average age, win rate, for the pipeline you are looking at, not a blend of all of them.

Questions answered

About pipelines and deals.

Can I change the stages?

Yes. Stages are defined per pipeline and per workspace, so a roofing firm running enquiry, survey, quote, booked, done is not forced into a software sales funnel. You can run more than one pipeline side by side, new business and renewals being the usual pair.

What happens to a deal nobody has touched?

You set how many days counts as too long, and the board marks anything past it. The card gains a warning border and an idle count, so quiet deals surface on the board rather than waiting to be noticed at the end of the quarter.

Does a deal without a value still show?

Yes, and the card says so. A deal with no value contributes nothing to the forecast, and hiding that fact makes the forecast look better than it is, so the board states it plainly instead.

Can several people work the same pipeline?

Yes. Deals carry an owner, the board shows who holds what, and everyone in the workspace sees the same history. Ownership can be reassigned in bulk when someone leaves or a patch changes hands.

Can I see it as a table rather than a board?

Yes. The same deals, the same filters, in a sortable table with the columns you choose. Boards are better for moving work along; tables are better for a Monday review.

Put this quarter's work on a board.

Set your stages, import your leads, and see the whole thing in one view within the hour.

Start freeSee pricing

14 days of Pro · No card required · Cancel whenever you like