Client Pipeline Tracking

Track every client
from inquiry to registered

A clean pipeline view for managing company incorporations. See where every client stands, track conversions, and move faster.

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Pipeline Kanban

Drag-and-drop clients through five stages โ€” inquiry, engaged, documents, notary, registered.

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Conversion Metrics

Real-time stats on pipeline value, conversion rates, and new clients this month.

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Stage History

Full audit trail of every stage transition. Know exactly when each client moved forward.

Total Clients
โ€”
โ€” new this month
Pipeline Value
โ€”
estimated total
Conversion Rate
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inquiry โ†’ registered
Registered
โ€”
completed incorporations

Client Pipeline