Pipeline Alternative? Notion Integration?
OK, since FluentCRM still isn't prioritizing sales pipeline (even though it was promised as a priority improvement in the first month of its existence), what workarounds/other solutions do you use for pipeline? I see within Notion, I can create some sales pipeline capabilities βΒ is there a way to integrate FluentCRM & Notion, or FluentCRM and some OTHER plugin, used for pipeline activities?
For those who wonder what "Sales Pipeline" means, here's a brief:
What a βSales Pipelineβ Is (Plain English)
AΒ sales pipelineΒ is just a simple visual way to track where someone is on their path fromΒ interestedΒ βΒ hired/purchased.
It helps you see who needs attention, whoβs ready to move forward, and what to do next.
Typical Sales Pipeline Features in CRMs (with Benefits)
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Drag-and-Drop Stages
Move people through steps likeΒ New Lead β Discovery Call β Follow-Up β Closed.
Benefit:Β You instantly see progress and whatβs stuck.
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Custom Views (List, Kanban, Table, Timeline)
Filter or sort your pipeline by things likeΒ Last Contacted,Β Next Action,Β Lead Source,Β Value, orΒ Status.
Benefit:Β You can instantly spot who needs a follow-up, whoβs gone quiet, and where your attention should go.
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βLast Contactedβ & βNext Contact Dueβ Sorting
Highlight leads that havenβt been touched in a while, or surface only the contacts due today.
Benefit:Β Helps you keep communication consistent and prevents forgotten leads.
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Alerts, Reminders & Notifications
Set a reminder likeΒ βFollow up with Jane in 3 daysβΒ or get an alert when someone opens your email, fills out a form, or moves to a new stage.
Benefit:Β You stay perfectly on top of your pipeline without needing a superhuman memory.
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Automated Follow-Ups
Trigger emails, tasks, texts, or internal notes automatically when someone enters a stage or goes silent for X days.
Benefit:Β Keeps your outreach steady and saves a ton of time.
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Task & Activity Tracking
Log calls, add notes, assign tasks, attach documents, or record next steps.
Benefit:Β Everything lives in one place so youβre never scrambling to remember what happened last.
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Lead Scoring & Qualification
Add points for engagement (opens, clicks), profile fit, or actions taken.
Benefit:Β Highlights the warmest, most ready-to-convert people first.
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Email & Texting Integration
Send emails or texts right from the CRM and track responses.
Benefit:Β Lets you see which messages actually move people forward.
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Forecasting & Revenue Projections
Use your current pipeline to estimate how much potential revenue is coming.
Benefit:Β Helps with planning, budgeting, and strategic decisions.
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Customizable Pipelines for Different Workflows
Build separate pipelinesβfor practitioners, coaches, collectives, partnerships, onboarding, renewalsβwhatever you need.
Benefit:Β Nothing gets forced into a one-size-fits-all system.
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Reporting & Bottleneck Insights
See conversion rates, stage duration, lead aging, and where people get stuck.
Benefit:Β Helps you tighten weak spots and boost conversions.
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Integrated Forms & Website Capture
New leads flow straight into your pipeline from your site, forms, directory pages, or checkouts.
Benefit:Β Zero manual data entry and instant tracking.
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Mobile Access
Update your pipeline anywhereβevents, conferences, meetings, or errands.
Benefit:Β Perfect for networking-heavy businesses.
Sounds like they could do with hooking FluentBoards up with FluentCRM to provide this.
Ross FCAΒ Yeah, I wonder if that's the trajectory WPMN is aiming for. Makes sense, as it checks many of those boxes.
It starts with FluentBoards templates. If we had that and the proper FluentCRM connections to Boards, we could do amazing things. Upvote the planned feature on the roadmap... https://community.wpmanageninja.com/road-maps/fluent-boards/#/idea/6/
JeffΒ Allrighty Jeff. Upvoted.