Visually track every lead from discovery to payment
Build sales pipelines tailored to your unique offer flow
Drag and drop leads through each custom stage
Trigger proposals, invoices, and tasks with built-in workflows
Differentiate lost vs. abandoned leads for clearer reporting
Automate reminders, follow-ups, and sales notifications
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A pipeline is a visual board where you can track leads or clients through custom stages of your sales or service journey.
Yes! You can create multiple pipelines for sales, onboarding, offboarding - or anything else you need to manage.
Nope. You can move leads manually or set up workflows to automate actions once your process is solid.
Ivorey links your sales pipeline to your proposals and invoicing tools, so you can see when someone accepts, signs, and pays - all in one view.
Absolutely. Pipelines can support all kinds of journeys, not just sales.
Yes, you can create and name each stage to match your exact process - nothing is pre-set or forced.
Yes. You can add tasks, notes, and reminders directly to each lead card - or set automations to follow up for you.


Booking a sales call can automatically add a lead to your pipeline and trigger the next steps.
Send a proposal or invoice directly from your pipeline with no extra tools or tabs.
Track every pipeline stage inside your client’s profile so you can stay on top of conversations and deals.
With Ivorey Communities, you can create a private, supportive space where leads and clients can interact, ask questions, and stay engaged with your brand over time.
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