Work your Kanban board
Drag leads through stages you define new, qualified, proposal, won, or your own columns. Every rep has their own pipeline.
Sales Pipeline & Activities
From first lead to booked meeting one workspace for your sales process.
What it is
SuportLayer gives each team member a personal Kanban pipeline to move leads through custom stages, schedule calls and meetings (with optional Google Calendar sync), log notes, send emails from the lead card, and review everything in list or calendar views.
Your sales pipeline in four moves
Kanban, scheduling, notes, and activity tracking in one workspace.
Schedule calls & meetings
Book from the board with title, time, duration, and guest email. Sync to Google Calendar and get Meet links when connected.
Log notes & email in context
Capture follow-ups on the lead card without switching tools. Outbound email and notes stay tied to the same thread and timeline.
Track activities & outcomes
Use list and calendar views for upcoming work. Mark complete, did not attend, or reschedule all from the activity modal or row actions.
How it helps you
Run a repeatable sales process without bolting on a heavy CRM too early.
See stage, chat history, notes, and next activity on every lead.
Keep calls, meetings, and bookings visible in one calendar.
Close the loop from website chat to booked meeting in the same product.
Ready to add support without hiring?
Put SuportLayer on your website. We train on your content, help visitors 24/7, and handle the conversations you stay focused on the business.
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