Kaizen
iPhone app · Swipe a deal forward

Deal pipeline

The pipeline on the phone is the same board the office works from, laid out as cards. Stage filters run across the top with a count on each. Every card carries the quote number, the company, the value, the owner, and the date. A swipe advances a deal to the next stage. The reason it lives in the truck is that the stage change should happen when the thing happens: the customer says yes on the doorstep, the card moves, and the follow-up sequence behind the quote stops the same second.

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Kaizen CRM iPhone app: The deal pipeline. Deals as cards filtered by stage, with value, owner, and date. Swipe to advance a deal when the customer says yes.
The deal pipeline Deals as cards filtered by stage, with value, owner, and date. Swipe to advance a deal when the customer says yes.
01

What it does

01

Deals as cards, filtered by stage

Unassigned, To Be Built, Open, and the rest of your stages, each with a count. Tap a stage to see only what is in it. The total value and count sit at the top.

02

Swipe to advance

Moving a deal is a gesture, not a form. The next stage, the date, and who did it are recorded on the deal and shown in the activity feed.

03

Value, owner, date on every card

Enough to triage from the phone: who owns it, how much it is worth, and how long it has sat there.

04

One board, two doors

The office sees the card move. The follow-up sequence attached to the quote pauses when the deal is won or closed, so nobody gets chased after saying yes.

02

Why it matters in the field

Quotes die in the gap between the conversation and the record. The customer says "let's do it" in the driveway, the technician means to tell the office, the afternoon happens, and the day-5 follow-up text goes out to someone who already agreed. Moving the card from the phone, in the moment, closes that gap.

It also makes the pipeline honest. A board that is only updated from a desk on Fridays is a board nobody trusts by Wednesday.

03

On a Tuesday

  1. On the doorstepCustomer accepts the $10,000 quote. Swipe the card to Approved. The follow-up sequence stops; the office sees a job to schedule.
  2. In the queue at the supplierFilter to Open. Two deals have sat for nine days. Tap one; the record shows the last text and the day-5 message that went out. Call them from the record.
  3. Monday meetingThe board on the office screen matches the phone, because it is the same board.
04

The office view of the same thing.

Field and office are not two systems that sync. They are one record, opened from two places.

app.kaizencrm.app/pipeline
Office view · live
Live UIDrag a deal into Quoting — the day 2 / 5 / 10 chase arms itself.

The office board: every quote with a follow-up clock on it. A card the technician swipes forward in the driveway moves here the same second.

05

Common questions

Can I move deals between stages from the iPhone app?
Yes. Deals are cards filtered by stage, and a swipe advances a card to the next stage. The move is recorded on the deal, shown in the team activity feed, and reflected on the office pipeline immediately.
What happens to the follow-up sequence when a deal moves?
The automatic day-2, day-5, day-10 sequence attached to the quote pauses when the customer replies and stops when the deal is won or closed, so advancing the card in the field also stops the chasing.
Are the stages the same as on the desktop?
Yes. The stages are configured once for the workspace; the app shows them as filters across the top of the pipeline with a count on each.

Keep exploring

Quotes and sales orders Customer went silent after the quote The follow-up sequence Kaizen in the field

Put it on your phone today.

Free on the App Store. Or book thirty minutes with Mel and we will run your kind of job through it, end to end, on your phone.

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