A sales pipeline that ends in an invoice
Leads go in a list. The ones worth chasing become deals you drag across a board. When one is won, the customer, the project and the invoice are already connected to it, because they came from the same place.
Free to use. No card needed.
Sales
Weighted forecast ₦2,315,000Contacted ₦1,150,000
Zuri Foods — catering site
₦450,000
Mabel Interiors
₦700,000
Proposal sent ₦2,400,000
Lagos Fitness — app
₦2,400,000
Negotiating ₦860,000
Harbour Legal — rebrand
₦860,000
Won ₦1,500,000
Obi & Sons — year one
₦1,500,000
Illustration with sample data.
How it works
- 1
Write down the lead
Name, company, where they came from, and roughly what it is worth. Log each call and note against them as you go.
- 2
Move the deal along
Drag the card from Contacted to Proposal sent to Negotiating. Each stage carries how likely it is, so the forecast keeps itself.
- 3
Win it, then bill it
Converting a lead creates the customer. Marking a deal won links it to the invoice and the project, so nothing is retyped.
What you get
- One board, your stages
- A sales pipeline is set up for you with six stages. Rename them, add your own, or run more than one board for different kinds of work.
- A weighted forecast
- Every open deal is scaled by how likely its stage is, so you see what the month is actually worth rather than the best case.
- Calls, notes and tasks
- Log what was said against a lead or a deal. Tasks that nobody has ticked off show on the pipeline page until they are done.
- Leads become customers
- Converting a lead creates a customer you can invoice, and optionally opens the first deal at the same time. The lead stays, so you can still see where the work came from.
- Won deals that are not billed
- A deal marked won without an invoice is listed, so money that was agreed does not quietly go uninvoiced.
- Why you lost
- Lost deals keep their reason. It is the only way the pattern — price, timing, the wrong fit — ever shows up.
Common questions
Is this a full CRM like Salesforce?
No, and deliberately. It is leads, a pipeline, activities and the link through to invoicing. There are no email sequences, lead scoring rules or territory management.
Does a won deal create the invoice automatically?
No. You link the invoice when you mark the deal won, or create one from the customer in the usual way. KudiBooks will not issue an invoice without you.
Can two people work the same pipeline?
Yes. Deals and leads can have an owner, and everyone on your team with access sees the same board.
Run your business from one place.
Create a free account, tell us what you do, and switch on the tools you need. Your first invoice can be ready in about a minute.