See everything in motion, in one place.
Pipeline is the visual view of your business development. Requests, proposals, deals, referrals and hires move through stages you define, next to the opportunities B2B.ID has matched to you.
The problem
Deals live in email threads, referrals in notes and delivery updates in another tool. Without one view you lose momentum and let warm conversations go quiet.
How B2B.ID solves it
Pipeline brings every commercial motion into one kanban view. See the stage, the owner and the next step for each — and how B2B.ID-sourced opportunities compare with your own.
Use Pipeline in a few clear steps
Capture
Requests, referrals, opportunities and deals land here.
Move through stages
Columns that match how you sell and deliver.
Assign owners
Everyone knows what they own and what's next.
Forecast
Weighted pipeline and B2B.ID projections together.
Everything inside Pipeline
All pipelines
A unified view of every active deal, brief and conversation.
Custom stages
Columns that match your sales and delivery process.
B2B.ID projections
Read-only projections from matched opportunities.
Owner assignments
A clear owner and next action for every card.
Deal context
Messages, proposals, files and history on each card.
Revenue forecast
Weighted value by stage to plan ahead.
Built for these businesses
Sales-led businesses managing a live pipeline
Agencies tracking briefs, proposals and delivery
Founders who want one forecast instead of five spreadsheets
Common questions about Pipeline
Can I track deals that didn't come from B2B.ID?
Yes. Create your own pipelines alongside the opportunities B2B.ID matches to you.
Is Pipeline only for sales?
No. Use it for hiring, referrals, partnerships or any repeatable workflow.
Related goals and workspaces
Start using Pipeline today.
Create your free B2B ID and see how every workspace connects to the network that sends you work.
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