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A lead pipeline where every inquiry has a stage, an owner and a next step
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- Published
- Last reviewed
- Reviewed
The short answer
A lead pipeline is the defined path an inquiry follows from first contact to won or lost, with a stage, an owner and a next action on every record. Redenn builds it inside your CRM as part of CRM Setup, wires your lead sources into it, and can add Lead Follow-Up Automation so stuck leads surface before they go cold.
What changes
- You can see every open lead and its stage on one screen
- Every lead source enters the pipeline with its origin recorded
- Quotes sent and quotes accepted are counted, so the close rate is known
- Lost reasons are recorded, so the pattern is visible
What is included
- Stage definitions with entry and exit rules
- Required next action and owner on every lead
- Won and lost reasons captured
- Lead sources connected with the origin recorded
- Optional add-on: reminders and escalations with Lead Follow-Up Automation
The steps
- 01
Define the stages
Five to seven stages with rules for moving between them, agreed with the people who sell.
- 02
Build
Stages, required fields and owners configured in the CRM.
- 03
Connect
Every lead source enters the pipeline at the right stage with its origin recorded.
- 04
Review
After a month, a check with you on what moved, what stalled and what was lost, and why. Weekly summaries come with Lead Follow-Up Automation.
Price
Built within CRM Setup from CA$299; follow-up automation from CA$149
A CRM configured for your pipeline, with forms, chat and phone feeding it.
Usage (AI, call minutes, SMS, email) is billed by each provider directly to your own account; none is included in our prices. Ask about a trial period to see your real usage first.
Prices are in Canadian dollars and exclude taxes. Any tax that applies is shown separately on your invoice.
Full price listWho this is for
Businesses where a sale takes several steps and several days: renovators and roofers quoting, realtors and brokers nurturing, manufacturers quoting configured work, law firms with consultations before engagement. A contractor whose quotes wait weeks for a decision is the kind of business where leads move through stages over time.
If sales close on the first call, a pipeline is overkill. Lead Follow-Up Automation on its own is enough.
How it works
A default pipeline for a quoting business. Stage names and rules are changed to match yours. The automation column is Lead Follow-Up Automation, priced separately.
| Stage | Enters when | Leaves when | Automation |
|---|---|---|---|
| New | Lead arrives from any source | Contacted | Instant acknowledgement; alert to owner |
| Contacted | First conversation logged | Site visit or call booked | Reminder if no booking in 2 days |
| Quoted | Quote sent | Accepted or declined | Follow-up sequence over two weeks |
| Won | Quote accepted | Job scheduled | Onboarding email; job created |
| Lost | Declined or silent after follow-up | Closed with a reason | Reactivation check-in later, with consent |
What it costs
The pipeline is built as part of CRM Setup from CA$299. Lead Follow-Up Automation from CA$149 adds the reminders and escalations; CRM integration from CA$99 connects additional sources. The CRM vendor's subscription is paid to the vendor.
Prices are in Canadian dollars and exclude taxes. Any tax that applies is shown separately on your invoice.
Usage (AI, call minutes, SMS, email) is billed by each provider directly to your own account; none is included in our prices. Ask about a trial period to see your real usage first.
Limitations and honest notes
A pipeline is a discipline before it is a tool. Stages must be honest, and leads must be moved when things happen; the pipeline view shows quickly if they are not.
Redenn does not guarantee close rates. The pipeline makes the rate visible and shows where leads stall; improving it is sales work.
Reports are only as good as the data entered. Required fields by stage help, but they cannot fix a team that skips the CRM.
Questions
How many stages should a pipeline have?
Five to seven. Fewer hides where leads stall; more becomes a chore that nobody keeps current.
What counts as a stuck lead?
A lead that has sat in one stage past a limit you set, such as two days in New or two weeks in Quoted. With Lead Follow-Up Automation, the alert goes to the owner, then escalates.
Can I see the pipeline on my phone?
Yes. Most established CRMs have mobile apps. A weekly summary by email can be added with Lead Follow-Up Automation.
Does it work for long sales cycles?
Yes. Stage age limits are set per stage, so a quote that legitimately takes a month is not flagged as stuck after a week.
Related
Services
- CRM SetupPipeline, fields, users, lead sources and contact import configured in your CRM.
- CRM IntegrationsForms, chat, booking, phone and ad lead forms feeding your CRM with the source recorded.
- Lead Follow-Up AutomationInstant reply, reminders and hand-off rules so no inquiry sits unanswered.
- Business DashboardLeads, jobs, bookings, cash and search data from your existing tools on one screen, quoted per project.
- Google Ads ManagementSearch campaigns, conversion tracking and landing pages in your own account; fee quoted, spend paid to Google.
Manage it. With lead pipeline.
Tell us about your business and what you want more of. A written, fixed-price proposal follows within two business days.