CRM & sales
Pipeline
Replaces
The pipeline spreadsheet, the quotation template in Word, the proforma re-typed from it, and the margin nobody wrote down when the deal closed.
Open Pipeline →Deliberately doesn't — and why
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No kanban board.
Dragging a card changes a status without a reason. In Pipeline every status change, comment and reminder lands in an audit trail with who, when, and old and new values — and the leads table carries 21 columns, ten filter groups and in-place editing, which a wall of cards cannot.
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No AI scoring or forecasting.
A forecast built on a number somebody typed is a guess dressed as data. Pipeline’s profit figures come from a wizard that makes a person enter the actual cost and freight before a deal can close, so every report downstream is built on figures someone stood behind.
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No public API or third-party integrations.
Every connector is a second copy of your data to keep in sync. Pipeline connects to Live Chat and Outreach inside the platform, where the record is the same record — and nothing outside Ovvos can quietly read or rewrite your customers.
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No discounts, quote approvals or e-signature.
A quote is priced from your catalogue at the price you set; margin is captured once, at close, on the real numbers. Adding a discount field invites the salesperson to give it away on the quote and lose the trail. Approvals and signatures belong to your contract process, not to a PDF generator.
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Desktop-first, no mobile app.
Pipeline is where a salesperson works a deal — 21 columns, side-by-side quotations, drill-down reports. That is a screen job. A phone app would be a second, thinner product to maintain and a second place for the data to be wrong.
