CRM Pipeline (Kanban)
Manage your sales pipeline visually with drag-and-drop Kanban boards.
The Ayorax CRM Pipeline is a visual Kanban board where each column represents a deal stage. Drag leads across columns to move them through your sales process.
Default pipeline stages
- New Lead
- Contacted
- Qualified
- Proposal Sent
- Negotiation
- Closed Won
- Closed Lost
Customising stages
Go to CRM → Pipeline Settings to add, rename, reorder, or delete stages. Each stage can have an automated action — for example, "Send intro email when a lead enters Contacted."
Lead cards
Each card on the board shows the lead name, company, AI score (0–100), last activity, and assigned member. Click any card to open the full Lead Detail view.
Filtering the pipeline
- Filter by assigned member, source, tag, or date range
- Sort by AI score, last activity, or deal value
- Search by name or company in real time
Enable "Auto-score sort" to automatically reorder cards within each stage by AI score — highest intent leads always float to the top.
Related articles
Lead Management
Add, edit, tag, filter, and export leads from the Leads list view.
Lead Engine (AI Lead Generation)
Use AI to automatically discover and enrich new leads based on your Ideal Customer Profile.
AI Lead Scoring Setup
Understand how the 0–100 AI intent score is calculated and how to configure it.