Can I create multiple pipelines?

Yes. You can set up separate pipelines for different services, locations, or teams.

Does the pipeline update in real time?

Yes. Changes are reflected instantly for all team members.

Can I automate stage transitions?

Yes. Joby can auto-advance deals when specific actions occur, like a call being made or an estimate being sent.

Pipeline

Your deals, visualized.

See every deal at a glance. Drag and drop between stages, filter by team member or source, and spot bottlenecks instantly.

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Custom pipeline stagesDrag-and-drop workflowReal-time visibility

See the pipeline in action

Turn every open deal into a clear next step

Explore how Joby helps your team organize opportunities, move work between stages, and focus attention where it matters most.

Joby pipeline board

Everything you need to manage your pipeline

Custom pipeline stages that match your sales process exactly

Drag-and-drop deals between stages with instant status updates

Filter by team member, source, date range, job type, or custom fields

Pipeline analytics: conversion rates, deal velocity, and bottleneck detection

Multiple pipeline views: kanban board, table, and map

Automated stage transitions based on actions (call made, estimate sent, etc.)

Capabilities

Custom Stages

Create stages matching your workflow

Drag & Drop

Move deals visually between stages

Stage Automation

Auto-advance on actions

Multi-View

Kanban, table, and map views

Filters

Slice by any field or combination

Pipeline Analytics

Conversion and velocity metrics

Deal Aging

See stale deals that need attention

Assignment Context

Filter by team member, source, and area

Activity Logging

Every action tracked per deal

How teams use it

Business Owner

Spot bottlenecks at a glance. See which stages slow down deals and where revenue is stuck.

Dispatcher

Move deals through stages as jobs progress. Keep the pipeline flowing from quote to completion.

Field Worker

See your assigned deals, update status from the field, and know exactly what's expected at each stage.

Frequently asked questions

Ready to get started?

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