Move leads through stages, trigger workflow actions when stage changes happen, and spot stuck deals before they drift out of the process.
Pipeline board
Stages, stuck leads, and forecast value
New
Maria - Instagram DM
Score 74 - Pricing
Qualified
Sara - WhatsApp
Book follow-up
Negotiation
StuckOmar - Messenger
Stuck 3 days
Forecast
$48k
Stuck leads
3
Active workflows
7
The short answer
Sales pipeline management software for DM teams shows every qualified lead, the current stage, and the next action in one view. InstantReply moves deals between stages based on conversation signals (lead replied, demo booked, payment sent), triggers the right follow-up workflow when stages change, and surfaces stuck deals before they go stale. Pipeline state syncs to HubSpot and Pipedrive in real time, with the full DM thread attached to every deal.
Key facts
How it works
As soon as a lead is ready, it lands in the right stage so the team can see where revenue is actually sitting.
Stage changes can fire the next follow-up, notify the team, or hand the lead into the next workflow automatically.
Leads that sit too long are surfaced quickly so the team can intervene before the opportunity gets stale.
Why teams choose it
A board is only useful if it reflects the conversations that are actually moving toward revenue.
The board turns scattered DMs into stage-based pipeline visibility, which makes prioritization much easier.
Stuck leads are obvious, so the team can step in before the thread goes cold or the handoff gets lost.
When a lead moves, the next step can move with it instead of living in a separate tool or someone's memory.
The pipeline view gives you a defensible forecast because it is based on leads that are already in motion.
Best fit
Scenario
A lead books a call in DMs. The pipeline moves them into the next stage and the team can see the deal in the board right away.
Outcome
Scenario
A quote sits unanswered for a few days. The board shows the deal as stuck so a rep can intervene before it disappears.
Outcome
Scenario
Managers open the board to see stage counts, stuck deals, and forecast value instead of hunting through random conversation logs.
Outcome
The difference
FAQ
Related features
These pages pick up where this one leaves off, so buyers can move through the product without jumping between unrelated claims.
Ready when you are
Track the stage, trigger the next step, and keep the team focused on the leads that are actually moving.
10-day Pro trial, interactive read-only demo, and plan limits in plain English.
