Sales Pipeline

See every deal.
Close more of them.

Visual kanban pipelines, deal tracking, forecasts, territories, sales teams, and competitor tracking. All built into Ava Business OS — no separate tool.

Kanban
Visual Pipeline
Forecasts
Real-time
Territories
Built-in
Teams
Sales Teams
Replaces Pipedrive ($14-99/user) + Monday CRM ($10/seat) + Close ($29-149/user) Save $300+/mo
Features

Everything you need. Nothing you don't.

Visual Kanban Boards

Drag-and-drop deals across stages. See your entire pipeline at a glance. Custom stages per pipeline.

$

Deal & Opportunity Tracking

Track deal value, probability, expected close date, competitors, and line items. Full history per deal.

%

Sales Forecasting

Revenue forecasts by pipeline, rep, or territory. Quota tracking and weighted pipeline value.

T

Territories & Sales Teams

Assign reps to territories. Create sales teams with managers. Round-robin lead assignment.

Competitor Tracking

Log competitors on each deal. Track win/loss reasons. Build competitive intelligence over time.

Q

Quotes & Proposals

Generate quotes with line items, price books, and discount schemes. Convert won deals to orders and invoices.

Full personalization

Shape the system around how you actually work.

Start from a useful industry setup, then personalize the workspace with your own modules, fields, objects, layouts, reports, roles, and handoff workflows.

Custom modulesAdd operational areas like intake, service delivery, approvals, vendors, recruiting, or client success.
Custom fieldsCapture statuses, source details, dates, files, formulas, picklists, owners, and records unique to the business.
Custom objectsModel records like properties, applications, work orders, donors, menus, contracts, assets, or anything else.
Custom workflowsBuild reminders, approvals, assignments, reports, and follow-up sequences that keep work moving.
How it works

Up and running in minutes.

01

Build your pipeline

Define stages, assign reps, import deals.

02

Track and forecast

Visual boards show deal progress. Forecasts update in real time.

03

Close and invoice

Won deals convert to quotes, orders, and invoices — all in one system.

How we compare

Stop overpaying for less.

OpenAva PipedriveMonday CRMClose
Price (5 users) $20/mo total $70-495/mo$50/mo$145-745/mo
Visual pipeline
Forecasting
Territory management Add-on
Competitor tracking
Quote generation
Invoicing
Email sequences Add-on
Marketing included
FAQ

Frequently asked questions.

Can I customize pipeline stages?

Yes. You can create unlimited pipelines, each with custom stages, win probabilities, and rotting thresholds. Rename, reorder, or color-code stages to match your sales process.

How do I import existing deals?

Upload a CSV with deal name, value, stage, and contact info. OpenAva maps columns automatically and creates deals with full contact associations. You can also import directly from Pipedrive, HubSpot, or Close.

How does sales forecasting work?

Forecasts are calculated from deal values weighted by stage probability and expected close dates. You can view forecasts by pipeline, rep, territory, or time period. Quota tracking shows each rep's progress against their target.

How does the pipeline connect to invoicing?

When you mark a deal as won, you can generate a quote directly from the deal's line items. Approved quotes convert to orders and invoices with one click — no re-entering data or switching tools.

How is OpenAva different from Pipedrive?

Pipedrive is a standalone pipeline tool that charges $14-99 per user per month. OpenAva includes pipeline management, forecasting, territory management, competitor tracking, quoting, invoicing, email sequences, and marketing automation — all for $20/mo total, not per user.

Pay-as-you-go transparency

Published unit rates and prepaid add-ons.

Free plans can still use templates and designer tools at no cost. AI generations, premium lead generation, managed call minutes, and extra accounts use prepaid wallet funds so teams can control spend before usage grows.

AI generations $0.20-$0.75 each

Use text, social, landing page, image, and background-removal tools with published per-use rates.

Premium leads $0.03 per lead

Prepay for premium lead generation when your team needs more contacts beyond plan allowances.

Managed calls $0.05/min

Add managed call minutes for tracking numbers, lead attribution, and client communications.

Usage Price
Templates/designer $0
Text/social AI generation $0.20 each
Long-form or landing page draft $0.50 each
AI image generation/edit $0.75 each
Background removal $0.50 each
Premium Lead Generation $0.03 per lead
Managed call minutes $0.05/min
Extra connected account $5/account/mo or $10/mo per 3-account pack
Prepaid wallet

Add wallet funds before extra usage starts.

Wallet add-ons are prepaid at face value. Teams can also add three connected accounts at a predictable monthly pack price.

Add-on Price Wallet value
Wallet XS $5 $5
Wallet S $10 $10
Wallet M $25 $25
Wallet L $50 $50
Wallet XL $100 $100
Extra Account Pack $10/mo 3 extra connected accounts

Extra usage is prepaid and transparent; contact [email protected] for custom prepaid terms.

Built for builders. Priced for startups.

One platform.
Start free.

Sales, agency management, HR, marketing, real estate, and more. Plans start at $20/month with included usage and transparent prepaid extras.