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Turn leads into clients on a visual pipeline
Capture every enquiry, move it through stages you control, and convert winners into clients in one click - so no deal slips through the cracks of your inbox.
What is the CRM lead pipeline?
The lead pipeline is FreelancerHub's visual sales board for the work that hasn't become a client yet. Every enquiry becomes a card you drag across columns - from first contact to won - so you can see the exact state of your sales at a glance, the same way a Kanban board shows your projects.
You define the stages that match how you sell. When a lead is won, one click converts it into a full client - carrying the details across so you never re-type anything. When one is lost, FreelancerHub asks for a reason, so you learn what's actually costing you deals.
How to use the lead pipeline
Add a lead
Quick-add every enquiry the moment it lands - name, value, and where it came from.
Set your stages
Create the columns that match your sales process on a fully custom pipeline.
Drag deals forward
Move cards across the board as conversations progress so status is always current.
Convert to client
Mark a lead won and convert it to a client in one click - or mark it lost with a reason.
How the pipeline helps you
Never lose a lead
Every enquiry is captured and visible, so "I'll get back to you" never quietly becomes lost income.
See your sales at a glance
Know exactly how many deals are live and where each one stands - without a spreadsheet.
Zero re-typing
Winning a deal converts it straight into a client, carrying all the details across.
Learn what loses deals
A lost-deal reason turns dead ends into insight you can act on.
Where the pipeline fits
Freelancers chasing enquiries
Getting DMs, emails, and referrals you keep forgetting to follow up on.
Agencies with real sales flow
Multiple deals in motion at once that need a shared, visible pipeline.
Referral-heavy businesses
Leads arriving from many places that all need to land in one board.
What's included
- Visual Kanban sales pipeline
- Custom, drag-and-drop stages
- Quick-add for fast capture
- One-click "Convert to Client"
- Lost-deal reason tracking
- Full lead activity history
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CRM and Lead Pipeline FAQs
How many leads can I track?
Leads are unlimited on every plan, including Free. You can capture as many enquiries as you like - you only count toward your plan's client limit once a lead converts to a client.
Can I customize the pipeline stages?
Yes. You can create and reorder the columns to match how you sell, and drag leads between them freely.
What happens when I win a deal?
Marking a lead as won lets you convert it to a client in one click, carrying its details across so you can start projects and invoicing without re-entering anything.