Pipeline (CRM)

Today, Inbox, Deals, Clients, Jobs and Money — from first contact to paid invoice.

The Pipeline is Elio’s CRM: everything from first contact to paid invoice, connected to the rental, CRM and accounting systems your team already uses. It opens on Today — the short list of what needs you — and keeps every other screen one click away.

Finding your way

The bar at the top of every Pipeline page has six areas. Areas with several screens show them as tabs right under the bar.

Sync Hub and Reports are in the More menu; Pipeline settings are under ⋯. Press ⌘K (or Ctrl K) to search any deal, contact or project, and N to create a quote, contact or purchase order from anywhere.

Deals

Every deal has one stage, the same everywhere in Elio:

• Draft → Sent → Signing → Won, or Lost.
• Won deals keep moving on their own as they become active, invoiced and paid.

Pick a view at the top of Deals:

• Board — drag cards between stages. Group by Lifecycle or by your Flex stage (or your own custom stages, set in Pipeline settings). The Signing column fills itself when a signature request goes out, so you can’t drop cards there. On touch screens, use the card’s menu to move it.
• List — filter by stage, project manager and sync problems; more filters (Flex status, client, source) sit under More filters. Select several deals to move them to another stage or assign a project manager in one go, or export them to CSV. Switch to Header gaps to see deals missing information before they ship.
• Calendar — upcoming deals by ship date.

A deal’s page

The top of every deal shows where it is (the stage stepper) and a Next step card with one button — send it, request the signature, create the project, create the invoice, and so on. Everything else (sync from Flex, PDF, open in Flex or HubSpot, new PO) is in the ⋯ menu. Tabs cover the overview, lines and pricing, the cost estimate, documents and signature, emails and activity.

A client’s page

Five tabs:

• Overview — details, suggested updates from enrichment and the enriched company profile.
• Conversations — emails, the full activity timeline, notes and tasks.
• Quotes & docs — every quote and document for this client.
• Compliance — MSA, insurance certificate (COI), credit application and tax form on file.
• Account (companies) — open balance, aging and credit hold.

Invoices

Click any invoice to open its panel: balance due, total and paid, every payment recorded, and a warning when the balance in your rental system doesn’t match the payments. From the panel, Chase payment drafts a reminder to the client’s contact — it waits in your Inbox until you approve it — and Open deal takes you to the quote. Expected collections by week sit in a collapsible strip above the list.

Jobs

Won deals become projects with a cost sheet, purchase orders, documents and a settlement view for close-out. Purchase orders can be filtered by status and by whether they belong to a project; Warehouse shows which projects are cleared to ship.

Ask Elio about your pipeline

Everything in the Pipeline is available in conversation. Try:

• “Which quotes are waiting on the client for more than a week?”
• “Create a contact for Acme Corp with jane@acme.com.”
• “Do we have any clients pending a quote? Assign a PM if so.”
• “Refresh the status of quote Q-1042 from Flex.”

Intelligence

The Pipeline includes deal health scoring, next-step suggestions, automatic follow-up reminders when a deal goes quiet, missing-information checks before a job ships, and a forecast in Reports. Suggestions always explain their reasoning, and anything that would contact a client waits for a person to approve it.