Pipeline Management

    See every deal, at every stage, in one board

    A visual Kanban pipeline built for influencer campaigns. Drag creators between stages, track pipeline value in real time, and keep your entire team aligned — from first outreach to signed contract.

    Spring Campaign 202613 creators
    Draft
    2
    Leo Nakamura

    Leo Nakamura

    120K

    Riya Kapoor

    Riya Kapoor

    89K

    Outreach Sent
    3
    Jake Morrison

    Jake Morrison

    340K

    Sarah Chen

    Sarah Chen

    485K

    Diana F.

    Diana F.

    67K

    Responded
    2
    Marcus R.

    Marcus R.

    210K

    Priya S.

    Priya S.

    156K

    Negotiating
    1
    Alex Kim

    Alex Kim

    520K

    Won
    3
    Tanya N.

    Tanya N.

    290K

    Carlos M.

    Carlos M.

    178K

    Emma W.

    Emma W.

    410K

    Your pipeline, your stages

    Every agency works differently. Add, remove, rename, reorder, and recolor stages to match your workflow — per campaign.

    Manage Stages

    + Add Stage
    DraftDraft...
    SentSent...
    RespondedResponded...
    NegotiatingNegotiating...
    WonWon...
    LostLost...

    Drag to reorder · Click color to change · Rename anytime

    Real-time pipeline analytics

    Every metric updates the moment you drag a card. No refresh, no export, no spreadsheet.

    Pipeline

    $33,000

    Won

    $2,000

    Lost

    $3,000

    Win Rate

    50%

    Active Deals

    14

    Budget

    $35,000

    Before Infloxy vs. After

    See how a visual pipeline replaces the chaos of spreadsheets and scattered deal tracking.

    Without Infloxy

    • Creator deals tracked in spreadsheets — no one knows which version is current
    • No visibility into pipeline value or budget utilization until someone manually tallies it up
    • Team members update the wrong row, move the wrong creator, or forget to log a status change
    • Win rate and deal velocity are guesses, not metrics
    • Stale deals sit for weeks — no one notices until the creator signs with a competitor
    • Reporting requires exporting, reformatting, and re-uploading to a slide deck

    With Infloxy

    • Visual Kanban board — every deal has a card, every stage has a column, and everyone sees the same board
    • Pipeline value, won revenue, and budget update in real time as cards move between stages
    • Drag-and-drop with optimistic UI — changes save instantly, revert on error, and sync across the team
    • Win rate, average deal size, and deal velocity calculated automatically from pipeline data
    • Stale deal detection flags creators who haven't been contacted in X days
    • Every team member sees the same board — no duplicate outreach, no conflicting updates

    Everything you need to manage deals

    Drag-and-drop deal stages

    Move creators between stages with a simple drag. The pipeline value, win rate, and budget update in real time — no page reload needed.

    Live pipeline stats

    See pipeline value, won revenue, lost revenue, win rate, and budget utilization at a glance. Every number recalculates the moment a card moves.

    Filter by stage, platform, or status

    Narrow down your pipeline by deal stage, creator platform (Instagram, TikTok, YouTube), approval status, or payment status. Clear all filters in one click.

    Budget tracking per campaign

    Set a max campaign budget and track committed spend across all active deals. See at a glance whether you're on budget, over, or under.

    Fully customizable stages

    Add new stages, remove ones you don't need, rename them, pick custom colors, and drag to reorder. Each campaign gets its own pipeline — tailored to your agency's workflow.

    Stale deal detection

    Set reminder thresholds for follow-ups and stale negotiations. Infloxy flags at-risk deals so your team can act before creators go cold.

    How the pipeline works

    1

    Add creators to a campaign

    Search your workspace for existing creators or add new ones directly from the campaign. Each creator becomes a deal card in the Draft column — ready for outreach.

    2

    Send outreach and track responses

    Move creators to 'Sent' when you reach out. When they reply, their card shifts to 'Responded' — and their message appears in the unified inbox.

    3

    Negotiate and close

    Drag creators to 'Negotiating' as you discuss rates and deliverables. Set deal values, attach contracts, and move to 'Won' when signed — or 'Lost' to keep your pipeline clean.

    4

    Track value and report

    Pipeline value, win rate, and budget utilization update in real time. Every metric recalculates the moment a deal moves — no spreadsheet exports needed.

    Built for teams that run campaigns at scale

    Whether you manage 5 creators or 500 — the pipeline keeps every deal visible and every team member aligned.

    Agency running 10+ campaigns

    Each campaign has its own pipeline, budget, and creator list. Switch between campaigns instantly — every pipeline is independent but lives in one workspace.

    Brand negotiating rates

    Track where every creator stands in the negotiation process. See deal values side by side and compare rates across your entire pipeline.

    Manager reporting on performance

    Pull win rate, average deal size, and pipeline value without exporting to a spreadsheet. Every metric is live — no manual tallying required.

    Team coordinating outreach

    Everyone sees the same pipeline. When one team member moves a creator to 'Sent', the whole team knows — no duplicate outreach, no confusion.

    Stop managing deals in spreadsheets

    Book a 15-minute demo and see the pipeline in action.

    Try for Free