Pipeline Management
Manage every lead from first contact to booked job with a drag-and-drop pipeline tailored to your workflow.
About
The Pipeline Management feature in MorePie gives you full visibility and control over your entire customer journey. Designed for service businesses, it lets you track leads, jobs, and follow-ups in one place—with automation built in at every step.
Use pipelines to organize your sales flow, manage tasks, and trigger actions automatically as leads move from one stage to the next. Whether you're a solo operator or managing a team, this tool keeps your process clean, consistent, and scalable.
Key Benefits
- 🧩 Customizable Stages: Build a pipeline that mirrors your exact workflow—like New Lead → Quoted → Booked → In Progress → Completed.
- 🔁 Drag-and-Drop Simplicity: Move leads through your pipeline with a simple drag, so your team always knows the status of every job.
- ⚡ Automation Triggers: Automatically send SMS, emails, or assign tasks when a lead enters a new stage.
- 👥 Team Collaboration: Assign leads to different team members and keep everyone aligned with real-time updates.
- 📈 Progress & Revenue Tracking: View how many leads are in each stage, projected revenue, and conversion rates over time.
- 🔔 Reminders & Tasks: Set reminders or tasks tied to pipeline stages to stay proactive with follow-ups and client communication.
Pipeline Management isn’t just a tracker—it’s a command center for growing your service business with less manual effort and more predictable results.
Use Cases
Pipeline Management helps service businesses visualize their sales flow and take control of follow-ups at every stage. Instead of scattered notes or forgotten messages, your entire team can see exactly where each lead stands and what comes next.
- A house cleaning business tracks leads from inquiry → quote sent → job booked → completed
- An HVAC company quickly identifies which leads need a follow-up before seasonal demand spikes
- A sales manager assigns new leads to available reps by dragging them into a “Ready for Call” stage
- A pool service company uses different pipelines for residential and commercial customers to keep jobs organized
Automation Ideas
By pairing your pipeline with automation, you can turn movement through the sales process into action. Every time a lead advances—or gets stuck—you can automate texts, emails, tasks, and more to keep momentum strong.
- When a lead enters the “Quoted” stage, send a follow-up text after 24 hours
- When a lead moves to “Booked,” trigger a confirmation email and assign the job to a tech
- If a lead stays in the same stage for 7+ days, send a Slack/email reminder to your team
- When a lead reaches “Completed,” send a review request or rebooking offer automatically
- When a job is marked “Canceled,” start a win-back campaign to check in a few days later
