Deal Pipeline (CRM)
Managing contacts and tracking sales.
Deal Pipeline & CRM
KithFlow includes a lightweight, fully integrated CRM to help you manage and track the leads you generate.
Pipeline Stages
The pipeline uses a standard Kanban-style workflow with the following stages.
Lead
Fresh prospects imported from the Discovery tool.
Qualified
Leads that match your criteria or receive a high AI score.
Opportunity
Leads you have contacted, such as when an email is generated or sent.
Proposal
Leads you are actively negotiating with.
Won / Lost
Deals that have been closed.
Automated Activity Logging
One of the biggest pain points in sales is manual data entry. KithFlow automates this through the ContactActivity engine.
Import Events
When you add a prospect from search results, the action is logged automatically.
Email Events
When you generate or send an AI-written email, the activity is recorded.
Status Changes
Dragging a card from Lead to Qualified creates a timestamped history entry.
Contact Enrichment
Every contact card is backed by the Golden Record data structure, which includes the following information.
Verified Info
- Phone
- Address
Social Links
- Facebook profiles, when available
Metadata
- Industry
- Employee count
- Data source (Apollo or Google)
Pro Tip: Use the Tags feature to segment your contacts, such as “Local VIPs” or “Q4 Targets”, for more focused outreach campaigns.