Manage your sales pipeline efficiently

Keep every potential deal organized in one visual pipeline where you can see exactly where each opportunity stands and what actions need to be taken next.

Create a pipeline that works exactly how you do business with fully customizable stages, fields, and workflows that adapt to your unique sales methodology.

Track the true profitability of your deals from initial estimate through project completion with integrated financial reporting that shows actual vs. projected performance across all associated projects.

Make informed decisions with clear visibility into your sales funnel, conversion rates, and revenue forecasts that help you identify bottlenecks and optimize performance.

Unlike standalone CRMs, Bonsai's Deals Pipeline connects directly to your project management, invoicing, and client communication tools for end-to-end business management.