A sales pipeline for DM leads with stuck-deal flags.
Move leads through stages, add deal values, see which have not moved in 3 days, and check a stage-weighted forecast. On Pro, workflows act when a stage changes.
- Set up in minutes
- Review before anything sends
Board, deal values, stuck flags and forecast are on every plan. Workflows and CRM push are Pro ($349/mo).
The short answer
What does the sales pipeline do for DM leads?
Instant Reply's pipeline board puts DM leads in columns by stage, with an optional deal value on each card. A lead whose stage has not changed in 3 days is marked Stuck. Analytics adds a forecast weighted by stage close probability. On Pro, workflows can send a message, notify the team or move a lead when a trigger fires.
Last verified
Key facts
- Stages: New, Contacted, Qualified, Proposal, Negotiation, Closed.
- Stuck means no stage change for 3 or more days, excluding Closed.
- Forecast is weighted by each stage's close probability.
- Workflows are listed under Pro ($349/mo).
- Not a full CRM: no custom fields or exports here.
Verified capabilities
What the pipeline does today
Checked against the dashboard and backend source and plan data on October 2, 2026. The last row lists what it does not do.
Swipe the table sideways to see every column.
| Capability | How it works today | Plans |
|---|---|---|
| Stage board | Leads sit in columns by stage (New, Contacted, Qualified, Proposal, Negotiation, Closed). Move a lead with the stage menu on its card. | All plans |
| Deal value | Each lead can carry a deal value you enter. The board shows the total, and Add Lead creates a manual lead with a value and stage. | All plans |
| Stuck leads | A lead whose stage has not changed for 3 or more days is marked Stuck, except in Closed. The marking runs from a scheduled job. | All plans |
| Forecast and bottlenecks | Analytics shows a forecast weighted by each stage's close probability, conversion between stages, revenue, and a list of stuck leads. | All plans |
| Workflows | A workflow form pairs one trigger (message received, keyword match, stage change, score threshold, call booked) with actions: send a message, notify the team, move the lead to a stage. Pro lists a custom workflow builder. | Pro ($349/mo) |
| Push to a CRM | Leads can be pushed one way to HubSpot, Pipedrive, Notion, Airtable or Zoho. | Pro |
| Custom stages and branching automations | The board uses the stage list above; this page does not cover renaming stages, and workflows are one trigger with a short action list, not a branching flow. | Not available |
Best fit
Use it to see where DM deals sit.
It is built for leads that arrive in chats.
Best fit
Teams that quote or book through DMs and want to see which deals are moving and which are stuck.
Needs Pro
Workflows and the CRM push.
Pick a CRM if
You need custom stages, fields, reports or exports.
How it works
How It Works
Leads enter the board
Leads from chats appear on the board, or add one by hand with a deal value and stage.
Move them along
Use the stage menu on a card. On Pro, a workflow can run when the stage changes.
Check what is stuck
Leads with no stage change for 3 days get a Stuck badge and appear in the bottleneck list.
Why teams choose it
What the board gives you
A clear view of where each DM lead sits.
Stages at a glance
See how many leads are in each stage and the total deal value.
Stuck flags
Quiet leads are marked after 3 days so you can follow up.
Stage-triggered workflows
On Pro, a stage change can send a message, notify the team or move the lead.
Weighted forecast
Deal values are weighted by stage close probability.
Best fit
Perfect for teams that move fast in DMs.
Booked calls
Scenario
A lead books a call. Move them to Qualified and, on Pro, a workflow notifies the team.
Outcome
Quotes that go quiet
Scenario
A quote sits for 3 days with no stage change. The card shows Stuck and appears in the bottleneck list.
Outcome
Weekly review
Scenario
A manager opens analytics to see stage conversion, forecast and stuck leads.
Outcome
The difference
Why Switch?
Without Instant Reply
With Instant Reply
Common questions
What does the pipeline show?
Leads from your chats in columns by stage, each with an optional deal value, a channel, and a Stuck badge when the stage has not changed for 3 or more days. Analytics adds a weighted forecast, conversion between stages and a list of stuck leads.
How does Instant Reply decide a lead is stuck?
A lead whose stage has not changed for 3 or more days is marked Stuck. Leads in the Closed stage are excluded.
Can stage changes trigger actions?
Yes, through workflows, which Pro lists as a custom workflow builder ($349/mo). A workflow has one trigger, such as a stage change or a keyword, and actions such as sending a message, notifying the team or moving the lead.
How is the forecast calculated?
Each stage has a close probability, either the system default or one set for your workspace. The forecast multiplies deal values by that probability per stage, so it is only as good as the deal values you enter.
Does this replace a full CRM?
No. It is a DM-first pipeline with deal value, stages and workflows. For custom fields, reports and exports use a CRM; on Pro you can push leads to HubSpot, Pipedrive, Notion, Airtable or Zoho.
Related features
Features that work with this one
Each page below covers the next step in the same workflow, with its own plan limits and a list of what it does not do.
See which DM deals are moving.
Start the 7-day trial and add your first lead to the board.
An interactive read-only demo, and plan limits in plain English.