User guide | Pipelinq

📄️ Open Pipelinq for the first time

A tour of the Pipelinq workspace and where to find the controls you'll use every day.

Create a new person or organisation in Pipelinq, with contact details and notes.

Connect an individual to an organisation with a defined role (sales manager, project lead, etc.).

Drag a lead between kanban stages to update its status, value, and close probability.

Record a call, email, visit, or other interaction so the client's history stays complete.

Record an incoming request (quote, support call, info inquiry) before it becomes a formal lead or case.

Two-way sync between Pipelinq clients and the native Nextcloud Contacts app via CardDAV.

Pipelinq flags likely duplicate clients. Decide whether to merge, keep both, or override.

Open the klantbeeld: one screen that pulls together a client's contacts, leads, requests, interactions, and open work.

Create a terugbelafspraak (callback task) on a client, then work it off your queue when the time comes.

Record a klacht against a client, route it for handling, and track it through to resolution.

Use the Pipelinq dashboard to see your pipeline, open requests, due callbacks, and recent activity at a glance.