lexisOS
Setting things up…
Setting things up…
Pipelines are configured per organization — name your own stages, set a win/loss flag, a probability, and a color for each, and every move a deal makes between them fires a scoring event automatically.
A pipeline’s stages are fully configurable per organization: name, order, a win/loss flag, a probability, and a color, each editable and reorderable. Deals move through the pipeline you actually run, not a generic default every org is handed.
Drag it on the kanban board, or move it through the API or a workflow step.
The move applies the admin-defined scoring delta for that event — no manual re-scoring.
A saved view filtered on stage, or a dynamic list built the same way, reflects the move without anyone re-running a report.
Pipeline stage counts feed the fixed dashboard, and any custom KPI built against deal stage.
The kanban board is the default view. These are the other ways a pipeline gets worked.
20+ filter operators and a chosen set of columns, saved and reused — a filtered slice of the pipeline you check daily, not rebuilt each time.
A saved filter that keeps recomputing its own membership automatically, optionally on a refresh schedule — a segment that stays current without anyone re-running it.
Track whatever your pipeline actually needs beyond the built-in fields, defined once and reused everywhere the deal shows up.
The Deals board is a genuine drag-and-drop kanban — the default way to work the pipeline visually.
Start free and configure your first pipeline’s stages — every move scores itself automatically.