Pipelines
Follow up on every deal Without the Scroll
Add a conversation to a pipeline right from your inbox, and it moves across stages you name yourself. The deals waiting on you sit in a column, not in a list of every text.
Start with a 21 day trial. Card required. Self cancel anytime in settings.
What you get
A board that starts from the conversation
Add to Pipeline, from the conversation
Click Add to Pipeline in the conversation header, give it a short title like the job or the quote, and it is on the board. The conversation stays in your inbox.
One conversation, more than one pipeline
Tick every pipeline a conversation belongs in. It lands in the first stage of each, so one conversation can sit on your sales pipeline and your jobs pipeline at once.
Stages you name yourself
Call them whatever your business calls them. New lead, Quoted, Booked, Won is one way. Move a deal to the next stage whenever it gets there.
The board sits under your chats
Your pipelines live on the same page as your conversations, so you never leave the inbox to update a deal.
Search, filter and switch pipelines
Search the board, filter it, or switch to another pipeline or another of your brands from the toolbar above it.
Every deal links back to its conversation
Each card on the board is tied to the conversation it came from, so the whole history is one click away when it is time to follow up.
Why it works
The board shows where a deal really is
Not every deal walks every stage. A customer who books on the first call goes straight from New lead to Booked, and that is fine. The board shows where each one actually is, not the route you assumed it would take.
So follow up stops being a matter of remembering. Open the pipeline, and the deals waiting on you are the ones in the column.
How it works
Three steps from chaos to clarity
- 1
Manage every conversation in one inbox
Every text your business receives lands in one place, with the whole history attached to the person who sent it. Nothing lives on somebody's personal phone.
- 2
Add them into a Pipeline
You move a conversation onto a pipeline and it stops being a message in a list. A new lead, a quoted job, a booked customer and a vendor invoice become four different things with four different next steps.
- 3
SMS Conversations are organized into your personalized Pipelines
Once conversations sit on a pipeline, follow up can be assigned, automated, and measured. Every stage shows you what is sitting in it and what it is worth, so the deals waiting on a reply are the ones you work next. Volume stops being the thing that breaks you and starts being the thing that pays you.
Questions
What people ask about pipelines on dOS
Is this just an inbox?
No, and that is the part most tools stop at. Pulling messages into one list is the easy half. The value is in filtering and categorizing them so a new lead, a quoted job, and a booked customer are visibly different things, and follow up can be assigned against each.
Do I have to replace my current CRM?
No. dOS works standalone as your CRM, or alongside the one you already run.
Is there a free trial?
Yes. You get 21 days to run your business on dOS. A card is required when you sign up, and you can cancel it yourself in settings at any point during the trial.
See it on your own deals
A real person will walk you through building your first pipeline, with your kind of business in mind.
Start with a 21 day trial. Card required. Self cancel anytime in settings.