Add checklists to your deals, contacts, and activities. Make sure your team follows the right steps every time — from qualification to onboarding.
Join the Waitlist →Planned Features
Designed to fit naturally into your Pipedrive workflow.
Attach checklists to any deal. Define the steps that need completing at each pipeline stage and track progress.
Automatically assign the right checklist when a deal moves to a new stage. Qualification, proposal, contracting — each gets its own process.
See who completed each checklist item and when. No more guessing whether the right steps were followed.
Add checklists to activities like calls and meetings. Pre-call prep, meeting agendas, follow-up actions — all tracked.
See checklist completion rates across your team and pipeline. Identify where processes break down.
Be the first to know when this launches. Early access members get priority onboarding.
We'll let you know as soon as this is ready for early access.