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The product

One CRM. Every next step.

Contacts, pipeline and delivery in one workspace, with AI that prepares the work for your approval.

See how Meibo works
PIPELINE MANAGEMENT / MEIBO

See the opportunity.
Own the next move.

Give every deal a clear stage, a responsible owner and a place for the work around it. See what’s moving, what needs attention and what comes next.

Start your workspaceExplore the product
Custom pipeline stagesBoard and table viewsLinked next actions
A CLOSER LOOKChange a stage. See the picture change.
N.North StudioDealsSAMPLE WORKSPACE

New business

Open value£63,000Weighted open£22,600
Enquiry110% probability
Sunday House

Studio retainer

£8,500Emma
Pitching230% probability
Fieldwork

Autumn collaboration

£24,000James
Good Days

Launch programme

£12,500James
Negotiation160% probability
Forma Studio

Brand partnership

£18,000Emma
Won1100% probability
Good Days

Content partnership

£9,600Emma
Lost00% probability
No deals in this stage

Try changing a deal’s stage. The totals update with it.

Interactive product illustration · Fictional recordsTotals reflect the selected owner. Changes reset on reload.
BUILT AROUND THE WORK

A pipeline should help you decide what to do next.

Revenue work is a set of conversations, commitments and next steps. Meibo brings the opportunity and its context together, so your pipeline review can become a working session instead of another status update.

See where the work stands.

Switch between a stage-based board and a detailed table. Filter to one pipeline, one owner or the opportunities you want to review.

Give progress a clear meaning.

Define your stage names and probabilities. Keep enquiry, won and lost outcomes consistent while shaping the open stages around your process.

Keep the next action close.

Connect a task or a note directly to a deal. Put the amount, due date, company and responsible owner alongside the opportunity.

01 / YOUR SALES PROCESS

A pipeline that speaks your language.

A new business pitch and an ongoing partnership may follow different paths. Configure named pipelines and stages, then use the same underlying deal records in a board or table. Keep the view useful for the person doing the work and the team reviewing it.

  • Create pipelines with named stages and probabilities.
  • Move opportunities between stages as the work progresses.
  • Filter by pipeline, stage, owner, value or due date.
Define stages with clear exit criteria
NEW BUSINESS / EXAMPLE
Illustrative stages and probabilities. Configure your own open stages and retain won and lost outcomes.
02 / A CLEARER REVIEW

See the value. Keep the judgement.

Meibo shows open deal value and a weighted open value calculated from deal amounts and stage probabilities. Use the figures to frame a conversation, then inspect the underlying opportunities. A weighted total is a planning signal, not a promise that the revenue will arrive.

  • Open value excludes won and lost deals.
  • Weighted open value uses your stage probabilities.
  • Use linked tasks and notes to record what happens next.
Understand weighted pipeline and forecasting
WEIGHTED OPEN VALUE
Illustrative calculation using the sample deals above. Weighted value is a planning estimate, not guaranteed revenue.
THE DETAILS THAT MATTER

A closer look at
what’s included.

Practical tools for the work your team does every day. Compare plan limits and availability on the pricing page.

Explore plans
Multiple pipelines
Separate named pipelines for different sales processes, with a default pipeline for new deals.
Custom stages
Configure stage names and probabilities, while keeping enquiry, won and lost outcomes.
Board and table
Review deals by stage or work through a detailed, editable table.
Deal ownership
Assign an owner, connect a company and capture the opportunity’s amount and due date.
Saved review views
Save filters and sorting for an owner, a pipeline or a recurring review.
Weighted open value
Sum open deal amounts multiplied by their stage probabilities. Won and lost are excluded.
Linked work
Keep follow-up tasks and notes connected to the opportunity.
Campaign handoff
Create a linked campaign from a won deal when your delivery process uses campaigns.
A PRACTICAL FIRST DAY

Start small.
Make it useful.

You don’t need to configure everything before the first useful conversation. Start with real work and build from there.

  1. 01

    Define the actual process.

    Start with the stages your team uses today. Give each a clear meaning and decide what evidence moves a deal forward. Configure the names and probabilities in Meibo.

  2. 02

    Add the live opportunities.

    Give each deal an owner, a company, an amount and a due date. Add a linked task for the next action and a note for the context the team will need.

  3. 03

    Review and act.

    Open a saved view and work through the deals that need a decision. Update the stage, capture the next action and use won or lost outcomes when the opportunity closes.

Use the full implementation playbook
PART OF YOUR WORKING SYSTEM

Keep your tools in the conversation.

Build around Meibo’s REST API and webhooks. Use workspace-scoped access to connect the records your process needs, with the documented endpoints and event contracts.

Explore the API
A FEW USEFUL ANSWERS

Before you
get started.

Questions about managing your pipeline in Meibo.

What is sales pipeline management in Meibo?

It is a way to organise opportunities by stage, owner and value, with connected notes and tasks. You can review a pipeline as a board or table, adjust records as work progresses and save useful views for the team.

Can I customise the stages?

Yes. Owners and admins can configure pipeline names, stage names and probabilities. A pipeline keeps an enquiry stage and exactly one won and one lost stage. Won uses 100%, lost uses 0%, and open-stage probabilities stay below 100%.

Can I use more than one pipeline?

Yes. Meibo supports multiple named pipelines and a default pipeline. Use separate pipelines when the underlying process differs, and saved views when you need a different perspective on the same process.

How does weighted pipeline value work?

For each open deal, Meibo multiplies the amount by the probability of its stage, then adds those values together. Won and lost deals are excluded. The preview on this page uses the same calculation as the application, with fictional sample deals.

Is weighted pipeline a revenue forecast?

It is an estimate based on stage probabilities, not a guaranteed or AI-generated revenue forecast. The quality depends on current deal values, stages and probabilities. Review buyer evidence, timing and risk separately before making a forecast commitment.

What happens after a deal is won?

The deal keeps its won outcome. If your work uses campaigns, you can create a linked campaign from the won deal and open that campaign again from the deal record. Decide who owns the handoff and which delivery tasks need to be created.

GO A LITTLE DEEPER

Build a better way of working.

RUN THE REVIEW

A better weekly pipeline meeting.

Turn a list of updates into decisions and owned next actions.

MAKE FOLLOW-UP WORK

Build a repeatable follow-up process.

Define the next action, the owner and the right stop rules.

CONNECT THE PEOPLE

Explore contact management.

Keep the relationships behind each opportunity in view.

YOUR PEOPLE. YOUR OPPORTUNITIES.

Give every opportunity a next move.

Start your workspaceSee plans and pricing