Pipeline built around how deals move.
Deals, prospects and sequences in one board — with forecast, quotas and territory rules that keep every rep accountable to the same number.
Everything CRM does, out of the box.
Deals, prospects, sequences and forecast with owner-level accountability.
Deals & pipelines
Stage-based boards per pipeline, with deal amount, owner and close date visible at a glance.
Prospects & hot leads
Work prospects and hot leads from one queue, ranked by engagement, before they enter a pipeline.
Sequences & tasks
Multi-step outbound sequences — email, call and task steps — paired with a task list per rep.
Forecast & quotas
Roll up forecast by rep and team against quota, updated as deals move stage.
Territories & assignment rules
Route new deals and leads to the right rep automatically, by territory or assignment rule.
Lead capture & data hygiene
Lead forms and booking pages feed the pipeline directly; segments, a suppression list and duplicate merge keep it clean.
Forecast rolls up to quota, live.
Every deal stage change updates the forecast for its rep and team, so attainment against quota is always current — not a spreadsheet rebuilt at month end.
- Forecast by rep, team and pipeline
- Quota attainment tracked in real time
- No manual roll-up or reconciliation
| Rep | Quota | Closed | Attainment |
|---|---|---|---|
| J. Marsh | $320,000.00 | $287,400.00 | |
| A. Reyes | $280,000.00 | $154,200.00 | |
| D. Kalb | $300,000.00 | $296,100.00 |
Outbound that runs itself between steps.
Build a sequence once — email, call and task steps with a wait between each — and enroll prospects. Reps get the task; the sequence tracks who replied and who did not.
- Email, call and task step types
- Automatic enrollment from prospect or hot-lead lists
- Tasks land on the owner, on schedule
- 1EmailIntro + case study
- 2TaskCheck for a reply
- 3CallDiscovery call attempt
- 4EmailFollow-up with pricing
Assignment rules that never miss a lead.
Define territories by region, company size or any rule you set — new deals and leads route to the right owner the moment they arrive.
- Rule-based routing by territory
- Overrides for named accounts
- Every deal has exactly one owner
| Territory | Rule | Assigned to |
|---|---|---|
| West | ZIP prefix 9xxxx | A. Reyes |
| Northeast | ZIP prefix 0–1xxxx | D. Kalb |
| Enterprise (500+ seats) | Company size override | J. Marsh |
From first form fill to a quote in Commerce.
One record, tracked end to end — no re-entry between the pipeline and the rest of the suite.
Lead form or prospect
A lead form or booking page submission creates a prospect, scoped to the business it came from.
Deal in pipeline
A qualified prospect becomes a deal on a stage-based pipeline, owned by one rep.
Sequence & tasks
Outbound sequence steps and tasks work the deal while it sits in stage.
Forecast & quota
Every stage change rolls the deal into forecast against the owner’s quota.
Won → quote
A won deal becomes a quote, handed off to Commerce and Books without re-keying.
Commerce
A pipeline that stays one shape, per business.
Stages, ownership and routing hold whether a deal is worked by one rep or rolled up across the group.
- Pipelines
- One or more, scoped per business
- Ownership
- Exactly one owner, every deal
- Routing
- Territory & assignment rules, automatic
Connected to the rest of Countmill.
The same customer, product, entity and ledger everywhere. No sync jobs, no CSV exports between apps.
Common questions.
Can I run more than one pipeline?
Yes. Pipelines are scoped per business, so each business runs its own stages while forecast and quotas roll up across the group in the consolidated view.
How does territory routing decide who owns a new lead?
Assignment rules match on attributes like region or company size; the first matching rule sets the owner, and named-account overrides always win.
What happens to duplicate contacts and companies?
Duplicate merge combines records into one, carrying over deals, tasks and history so nothing is orphaned.
Do lead forms and booking pages write straight into the pipeline?
Yes. Submissions create a prospect or deal directly, scoped to the business the form belongs to, with assignment rules applied immediately.
Give every rep one pipeline, one number.
See deals, forecast and territory routing running on your own business data.