Pipeline
A pipeline that keeps itself up to date
Boards, tables and views for every way you sell. K3X moves deals as emails, calls and meetings happen, so your pipeline is right without anyone updating it.
Any view
board, table or list, saved for your whole team
Auto
stage updates from emails, calls and meetings
1 prompt
to add a pipeline, a stage or a new view
Views
See every deal the way you work. Change it in a sentence.
Board
Deals
Stage
Value
Owner
Priority
Boards
Drag deals across stages, or let K3X move them for you as things happen.
Table
Deals
Company
Stage
Value
Last activity
Tables
Sort, filter and edit deals in bulk, with every field one click away.
Pipelines
Deals
New business
Renewals
Partners
Upsell
Multiple pipelines
Run new business, renewals and partner deals side by side, each with its own stages.
Gone quiet
Smartview
No reply
7 days
Value
Owner
Smartviews
Save views like gone quiet or closing this month, and open them anytime.
Stage rules
Automation
When
Move to
Notify
Owner
Stage rules
Move deals when a meeting is booked, a proposal is opened or a contract is signed.
Forecast
Report
Weighted
Best case
Committed
Closed
Forecast
See what will close this month and what is slipping, updated in real time.
How it works
Set it up once. Then let the pipeline run itself.
STEP 1
Describe how you sell
K3X sets up stages that fit your business. Rename, reorder or add stages by asking.
STEP 2
Let activity move deals
Emails, calls and meetings update stages, next steps and last activity on every deal.
STEP 3
Work the right deals
Smartviews and alerts surface what is stuck or slipping, so you call the right people today.
Deals
Copperline
Copperline
Demo booked
$36,500 · New business · Moved by K3X
Owner
MC
Maya Chen
Stage
Demo booked
Value
$36,500
Next step
Demo on Thursday, 2:00 PM
Close date
Nov 14, 2026
Last activity
12 minutes ago
ChatGPT · K3X connected
Which deals over $20K have gone quiet this week?
3 deals had no activity in 7 days, $124,500 combined: Lumen Labs, Northwind Freight and Orbit Studio.
3 deals found
Saved as Smartview
Why it works
Nobody should spend Friday updating the CRM.
Mykyta Samusiev
Co-founder and CEO, K3X
0 hours
a week spent updating deal stages by hand
Integrations
Move deals from the tools you already use.
All integrations
Pipeline questions
Can I run more than one pipeline?
How do deals move on their own?
Can I still move deals by hand?
Can I see a forecast?