Process Flows & Pipelines

Visualize Every Stage. Execute Every Step. Close with Precision.

Say goodbye to scattered processes and missed opportunities. Brexa's Pipelines & Process Flows help you structure, track, and automate every stage of your customer journey — from lead to loyalty — with complete visibility and control.

Process Flow Visualization

Interactive Process Builder

Key Features

Everything You Need in Pipelines & Flows

Visual, drag-and-drop pipeline builder

Custom stages for sales, onboarding, or service delivery

Tasks, automations, and assignments at each stage

AI-powered stage suggestions and status tracking

Conditional workflows and multi-branch flows

Built-in notifications, reminders, and approvals

Collaborate with team members on each pipeline stage

Smart filters and performance analytics for each process

Unlimited pipelines for different business functions

Integrated with CRM, forms, WhatsApp, email & live chat

Discover all features
Pipeline Visualization

Visual Pipelines That Drive Results

Visualize your business processes with customizable kanban boards and pipelines that keep everything organized and moving forward.

New Leads

3
Meeting with Acme Corp
Initial discovery call for enterprise plan
Today, 2:00 PM
High
Website Inquiry - Tech Solutions
New contact form submission
Assigned to you
Medium

Contacted

2
Follow-up with Global Inc.
Second meeting about product demo
Due tomorrow
Critical
Proposal for DataStream
Waiting for client feedback
3 days ago
Medium

Negotiation

1
Contract Review - Vision Corp
Legal team reviewing final terms
Legal & Sales
High

Closed Won

2
SaaS Platform Upgrade - TechCo
Annual contract signed
Closed yesterday
$45,000
Cloud Migration - Finance Plus
Services agreement completed
Closed last week
$32,500
Automation Active
Email notification when lead moves to Contacted
Task assignment in Negotiation stage
WhatsApp confirmation on deal close

Design custom pipelines for sales, onboarding, service delivery, or any multi-step process — then automate actions at every stage.

Visual, Flexible, and Powerful

Build Any Process, Your Way

Brexa's Process Flows (Pipelines) let you build custom workflows for anything — from sales and support to hiring, onboarding, and fulfillment.

Sales Pipeline

New Leads

3
SL001
High

Website Inquiry - Enterprise

New inquiry from Tech Corp about enterprise plan

2025-04-20
SL002
Medium

Product Demo Request

Schedule product walkthrough with potential client

2025-04-21

Contacted

2
SL003
High

Follow-up Call

Second call with marketing team

2025-04-19

Negotiating

2
SL004
Medium

Contract Review

Legal team reviewing terms

2025-04-22

Closed

2
SL005
Low

Deal Signed

Contract signed and processed

2025-04-18

Recruitment Flow

Applications

3
RE001
High

Frontend Dev

Review applications for frontend developer position

2025-04-20
RE002
Medium

Product Manager

Screen candidates for product manager role

2025-04-21

Screening

2
RE003
High

Resume Review

Initial review of resumes

2025-04-19

Interviewing

2
RE004
Medium

Technical Round

Conduct technical interviews

2025-04-22

Offer Stage

2
RE005
Low

Contract Sent

Prepare and send employment contracts

2025-04-18

Order Management

New Orders

3
OM001
High

Order #1234

Process new customer order

2025-04-20
OM002
Medium

Order #1235

Verify payment and stock availability

2025-04-21

Processing

2
OM003
High

Payment Verified

Confirm payment verification

2025-04-19

Shipping

2
OM004
Medium

Packaging

Prepare items for shipping

2025-04-22

Delivered

2
OM005
Low

Order Complete

Confirm successful delivery

2025-04-18

Support Tickets

Open Tickets

3
ST001
High

Login Issue

Troubleshoot user login problems

2025-04-20
ST002
Medium

Feature Request

Evaluate new feature suggestions

2025-04-21

In Progress

2
ST003
High

Under Investigation

Investigate reported bugs

2025-04-19

Testing

2
ST004
Medium

QA Review

Perform quality assurance testing

2025-04-22

Resolved

2
ST005
Low

Solution Implemented

Confirm solution implementation

2025-04-18

Marketing Campaign

Planning

3
MC001
High

Campaign Strategy

Develop marketing campaign strategy

2025-04-20
MC002
Medium

Content Calendar

Create content calendar

2025-04-21

In Progress

2
MC003
High

Content Creation

Create marketing content

2025-04-19

Review

2
MC004
Medium

Stakeholder Approval

Obtain stakeholder approval

2025-04-22

Live

2
MC005
Low

Campaign Active

Monitor campaign performance

2025-04-18
Business Benefits

How Pipelines & Flows Help Your Business

Streamline Every Business Process — Visually

Whether it's sales, client onboarding, service delivery, or project management — create clear, actionable pipelines that keep everything moving forward.

Design flows the way your business works

Customize stages for each department, client type, or service model with intuitive drag-and-drop tools.

Connect the dots from start to finish

Trigger actions, assign tasks, or send messages as customers move through your pipeline.

Bring clarity to chaos

See exactly where each customer, task, or deal stands — in real-time — with visual dashboards.

Streamline Every Business Process — Visually

Never Miss a Step. Automate Where It Matters.

Brexa lets you build smart workflows into your pipelines so things don't fall through the cracks.

Trigger automations at every stage

Send reminders, WhatsApp messages, or assign tasks the moment a deal moves forward.

Create conditional paths

Handle different scenarios — approvals, document requests, reassignments — all within a single flow.

Workflows that run in the background

Let Brexa handle repetitive steps like status updates, follow-ups, and notifications — while you focus on closing.

Never Miss a Step. Automate Where It Matters.

Accelerate Execution and Drive Results

With smart tracking and actionable insights, your team becomes faster, sharper, and more aligned.

Track progress and identify bottlenecks

Know which stage holds up your deals or clients, and take instant action.

Optimize for efficiency

Compare flow performance, see drop-off points, and improve your processes with data.

Collaborate without confusion

Everyone on your team knows what's next, who's responsible, and how to move the process forward.

Accelerate Execution and Drive Results
Testimonials

What Teams Are Saying

"Our sales and onboarding pipelines used to live in spreadsheets. Now with Brexa, everything flows. Literally."
Rajat Kapoor
Rajat Kapoor
Co-Founder @ Clarity Finance
"From task assignments to client communications — we automated 70% of our workflows inside Brexa."
Devika S
Devika S
Operations Head @ LaunchBridge
Have Questions?

Frequently Asked Questions

Ready to Get Started?

Ready to Turn Processes Into Growth Engines?

Map, manage, and optimize every step of your business journey with Brexa Pipelines & Flows.