Engage Pipeline

From first reply to closed deal.

Most cold email tools stop at the reply. ClickReach's Engage pipeline picks up where sequences end — a drag-and-drop Kanban board that tracks every deal through custom stages with reminders and notes.

  • Drag-and-drop Kanban
  • Auto-advance on reply
  • Custom stages & colors
Engage Pipeline
New Reply3

Sarah Chen

Stripe

James Wilson

Notion

Maria Garcia

Linear

Interested2

Alex Kim

Vercel

Tom Reed

Supabase

Follow Up Later1

Nina Patel

Figma

The Problem

What happens after the reply?

Cold email tools send emails. But when someone replies, teams switch to spreadsheets or separate CRMs. Context is lost, leads slip through, deals stall.

  • Context disappears

    The reply comes in, but your sequence tool has no way to track what happens next. You copy-paste into a spreadsheet and lose the thread.

  • Leads slip through

    Without a visual board, warm leads sit in inboxes for days. By the time you follow up, the prospect has gone cold or chosen a competitor.

  • Deals stall silently

    No reminders, no overdue alerts. A promising conversation goes quiet and nobody notices until the quarter-end pipeline review.

Typical cold email workflow

1Send sequence
2Get reply in inbox
3Copy to spreadsheet
4Forget to follow up
5Lose the deal

With ClickReach Engage

1Send sequence
2Reply auto-detected
3Contact moves to pipeline
4Reminder fires on day 3
5Close the deal
Visual Pipeline

See every deal at a glance

Six default stages cover the full lifecycle. Drag contacts between columns as conversations progress.

New Reply3

Sarah Chen

Stripe

2m ago

James Wilson

Notion

15m ago

Maria Garcia

Linear

1h ago

Interested2

Alex Kim

Vercel

1d ago

Tom Reed

Supabase

2d ago

Follow Up Later1

Nina Patel

Figma

3d ago

Out of Office1

David Lee

Slack

5d ago

Deal Closed1

Rachel Adams

HubSpot

1w ago

Not Interested1

Chris Moore

Acme

4d ago

Features

Everything you need to close

Auto-advance, reminders, notes, and overdue tracking — built for teams that close deals from cold email.

  • Auto-advance on reply

    When IMAP detects a reply, the contact automatically moves to the "New Reply" stage. No manual sorting — deals surface the moment prospects engage.

  • Custom stages

    Create stages that match your workflow. Sales, recruiting, fundraising, partnerships — each gets its own pipeline with custom colors and ordering.

  • Stage reminders

    Set reminder intervals per stage (in days). If a contact sits in "Follow Up Later" for 3 days without action, you get a nudge to re-engage.

  • Notes and context

    Add notes to each contact in the pipeline. Record call summaries, pricing discussions, or next steps. Never lose context between touchpoints.

  • Overdue tracking

    See which deals have been sitting too long in any stage. Prioritize contacts that need attention now before opportunities slip away.

Auto-advance in action

Sarah Chen replied

Detected via IMAP · 2 min ago

New Reply

Reminder: Nina Patel

In "Follow Up Later" for 3 days

Overdue

Bulk update: 5 contacts

Moved to "Interested"

Updated
Custom stage colors
New ReplyInterestedMeetingProposalWon
Flexible Workflows

One pipeline, many workflows

Customize stages for sales, recruiting, fundraising, or any workflow where conversations lead to outcomes.

Sales

Track outbound deals from first reply to signed contract.

New ReplyInterestedMeetingProposalWon

Recruiting

Manage candidate pipelines alongside your outreach sequences.

SourcedContactedInterviewOfferHired

Fundraising

Keep investor conversations organized from cold outreach to close.

ContactedInterestedPitch MeetingDue DiligenceCommitted
Simple Pricing

Pipeline included on every plan

No add-on fees. No per-seat charges for deal tracking. The Engage pipeline ships with every ClickReach plan.

Trial

$015 days
  • 1,000 contacts
  • 1 mailbox
  • 1,000 emails/mo
  • 2 sequences
Get started
Most Popular

Pro

$25/month
  • 5,000 contacts
  • 5 mailboxes
  • 5,000 emails/mo
  • Unlimited sequences
Get started

Growth

$95/month
  • 30,000 contacts
  • 100 mailboxes
  • 100,000 emails/mo
  • Priority support
Get started
FAQ

Frequently asked questions

Everything you need to know about the Engage pipeline and deal tracking.

Ready to track every deal from reply to close?

Start using the Engage pipeline today. 15-day free trial — no credit card required.