Pipeline

A board with your own stages

The open stages are columns. The defaults are prospect, engaged, discovery and offer, and the stage names, their order and which ones count as closed are yours to change under Settings, Deal stages. A column with nothing in it is drawn narrow, so the whole board stays on one screen.

Cards that tell you what is next

Each card is one company, ordered by when its next step is due.

• The company name (a link to its page), the days it has been in this stage and its country.
• The last touch, such as email in 2026-10-15 (jonas-brandt).
• The next step with its due date, red when it is overdue.
• The monthly value, when you have set one.
• A stage dropdown that saves when you change it. Choosing lost takes you to the company page first, to give a reason.

The follow-up list

The list above the board has two groups: You owe a reply, a message they sent that you have not answered, and Waiting on them, a message you sent that nobody answered. Replies you owe come first, oldest first. Each row shows the channel, the direction and the date of the message it is about, as a link to it, and quotes its first words, with *you:* in front of your own. Log a reply records one in a click, and if a message was logged the wrong way round, I sent this or They sent this flips it and keeps the text as it was. A card on the board whose company is on the list carries a small badge. The thresholds are yours to change (a day for replies you owe and five days for nudges, by default).

Filters you can bookmark

Each column of the board has a control: pick which stages show, or filter the cards by name, country, source, score, tags or due date. Text boxes take a small syntax (text contains, =text equals, >x and <x larger or smaller, - empty, * not empty, and a leading exclamation mark means does not contain), and the ? next to Filter explains it. Filters combine, and they stay in the address, so a view is a bookmark.

Closed and parked, out of the way

Below the board every other stage is a collapsed list: won, lost, disqualified and temp-disqualified, each with its reason. A parked company comes back to the first open stage by itself on the date you gave it, in one commit.

The same board as text

PIPELINE.md in your data folder is the board as one Markdown page, rewritten on every change: stages with counts and monthly value, overdue next steps, silent accounts and recently closed companies. It is what your AI agent reads first.