Olivia & Jamie
14 June · The Old Mill
Wedding DJNewContactedQuotedFollow-upBooked
Turn enquiries into bookings
Smoothly
See every lead, know the next step, and keep opportunities moving from first
contact to a confirmed booking without losing track of the details.
Prefer a guided walkthrough? Request a demo
Your pipeline, live
See every opportunity. Know what happens next.
Every enquiry has a stage, an owner, and a visible next step. Work from a clear Kanban board, move leads by hand, or use trigger events to let activity in DJ Teams keep the pipeline up to date.
Sales pipeline
Wedding enquiries
Board view5 active
Olivia & Jamie
14 June · The Old Mill
New enquiry
Enquiry received
Contacted
First contact logged
Quote sent
Quote sent
Follow-up
Follow-up scheduled
Booked
Quote accepted
From first enquiry to booked
One clear next step at every stage.
Follow the same opportunity as it becomes a conversation, a quote, a booking, and a clearer view of what converts.
Built around your booking process
Start with a proven pipeline. Make it yours.
Choose a ready-made structure or start from scratch. Shape each stage around your sales process, then decide which real activity should move a lead forward.
- Keep different pipelines for different booking types.
- Set clear outcomes for accurate totals.
- Choose a default stage and automatic trigger for each milestone.
Create a pipeline
Choose a starting point
Simple
With payments
Weddings
Corporate / events
Create from scratch
Selected template
Weddings sales pipeline
StageOutcomeAutomatic trigger
New enquiryOpenDefault
Intro callOpenFirst contact
Package proposedOpenQuote sent
Deposit paidOpenPart payment
BookedWonQuote accepted
LostLostQuote declined
Save pipeline
Know what is converting
Turn pipeline activity into decisions.
See how many leads remain open, what they are worth, and how often enquiries become bookings. Compare stage mix and conversion trends without building a spreadsheet first.
Explore DashboardsOpen leads
18
In progress
Pipeline value
£12.4k
Open items
Bookings
26
Last 12 months
Conversion
42%
+6% trend
Pipeline funnel
Open leadsNew enquiry
18
Contacted
14
Quote sent
9
Follow-up
6
Enquiries vs bookings
12 months Enquiries Bookings
Conversion outcomes
Won · Lost · Open
Won
42%
Lost
26%
Open
32%
More than a board
Keep the whole team working from the same picture.
Choose how you view the work, update it quickly, and use pipeline activity to start the next useful action.
Board or table
Switch between a visual Kanban board and detailed table views without changing the underlying leads.
Manual & bulk moves
Drag one lead to its next stage or update several selected opportunities together.
Activity history
Keep stage changes visible alongside the lead’s wider history so handovers have context.
Stage-driven workflows
Use stage changes to start follow-up tasks, messages, and other configured workflow actions.
Explore Workflow AutomationFrequently asked questions
Yes. Start with a template or build from scratch, then rename, reorder, recolour, add, or remove stages to match the way you sell.
Yes. Choose from Simple, With Payments, Weddings, or Corporate / Events, then customise the stages and automatic triggers. You can also start from scratch.
Yes. You can maintain different pipelines for different booking types or sales processes and choose which one should be the default.
Stages can respond to events including first contact, quotes being sent or accepted, contracts being sent or signed, invoice payments, and submitted questionnaires or playlists.
Yes. Drag leads between stages on the Kanban board, update them from their record, or make a bulk stage change for several selected leads.
Dashboard options include open leads, pipeline value, bookings, conversion rate and trend, leads by pipeline stage, and won, lost, or open outcomes.
Yes. Configure tasks and workflows to react to pipeline activity, schedule follow-ups, and send the right client or team message at the right point in your process.