WinLane
A visual pipeline that moves itself when the AI acts — and triggers automations when you move it manually.
A pipeline is only useful if something actually moves it
A CRM shows you where every lead is sitting. What it doesn't do is move leads forward — that's left to whoever is managing the system, which is usually nobody because everyone is busy.
WinLane is a hybrid visual pipeline. The AI moves it automatically as it completes actions — responding to a lead, booking an appointment, sending a follow-up. You see deals progressing without touching anything.
When you do move something manually, that move can trigger further automations. Drag a deal to "Quote Sent" and a 48-hour follow-up sequence fires automatically. You don't set a reminder. The system handles it because the stage change told it to.
The result is a pipeline that's accurate in real time and connected to action — not a static log of where things were the last time someone bothered to update it.
A pipeline that works both ways
Every lead enters the pipeline automatically
When a new enquiry comes in and Speed-to-Lead picks it up, a contact is created in WinLane. You don't add leads manually — they appear when they make contact.
The AI moves deals as it works
When the AI responds to an enquiry, books an appointment, or sends a follow-up, the relevant deal card moves in the pipeline to reflect it. No manual updates required.
You move deals manually when it makes sense
You've had a conversation on site and want to record that a quote has been sent. Drag the card to the right stage. The pipeline updates and — if you've set it up — that move triggers the next automation automatically.
Manual stage changes fire automations
Moving a deal to "Quote Sent" can fire a 48-hour AI follow-up. Moving to "Won" can trigger a review request. Moving to "Lost" can start a re-engagement sequence weeks later. Each stage change is a trigger, not just a label.
An example of how this looks in practice
A lead comes in on a Saturday evening. Speed-to-Lead responds within 60 seconds, qualifies the prospect, and books a Monday morning call. The deal moves from "New Lead" to "Appointment Booked" in WinLane automatically.
After the call, you drag the card to "Quote Sent." WinLane fires a follow-up sequence: the AI sends a message 48 hours later checking whether the prospect had any questions. If they respond, the conversation continues. If they don't, a second nudge goes out at 96 hours.
When the job is won, you move the card to "Won." Reputation Spark picks this up and queues a review request — once sentiment checks come back positive.
At no point did anyone set a reminder or remember to follow up. The pipeline stage told the system what to do next.
What's included
Kanban-style board showing every active lead and their current stage at a glance.
Deal cards move automatically when the AI completes actions — no manual updates needed to keep the pipeline accurate.
Moving a deal manually can fire any configured automation — follow-up sequences, notifications, review requests, and more.
Easily identify deals that haven't moved in a defined period — so nothing sits forgotten in the pipeline.
Pipeline stages are built to match your sales process, not forced into a generic template.
WinLane connects to all other Core5 features — bookings, follow-ups, and review requests all reference the pipeline stage.
A pipeline that works while you're working
Book a discovery call and we'll show you how WinLane would be set up for your business — stages, automations, and all of it.
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