Pipelines · Not called today
Which leads has nobody called today?
Switch on the “Not called today” filter and the board shows only them.
Workspace · Pipelines
Every lead on a card,
every follow-up kept
New leads land on their location's board by themselves. Call, text and add notes right from the card, and a missed follow-up turns red until somebody dismisses it.
View & filters
- Not called today
- SourceAll
- StageOpen
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
View & filters
- Not called today
- SourceAll
- StageOpen
Cards fed by the tools you already run
- Ready on day one.
- 8
stages - Board or List.
- 2
views - Never mixed together.
- 1 board
per location - It runs in the browser.
- 0
apps to install
One workspace. Every
tool the front desk needs
Pipelines sits beside Contacts, Inbox, Calls and Calendar, so a card is never more than a click from a call.
Everything that happens to a lead,
on one card
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
Cards that arrive by themselves
Forms, ad leads and CRM contacts become cards on their location's board, and cards move forward as the funnel moves.
- A person's move back is never overridden
- Existing members open no lead, so no card
- Drop-in buyers can go to a column you choose
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
Follow-ups that stay put
Drop a card in Follow Up with a day and time. On the day, it rides to the top with a countdown chip.
- Chips read “in 25 min”, “Now” or “2h ago”
- Turns red, Overdue, when the hour passes untouched
- Stays until somebody presses Dismiss
A Workspace pipeline card for Priya Shah: a follow-up due at 4:30 PM counts down, turns red as Overdue, and is dismissed.
Every action on the card
Call, text, add notes, book a trial or play the last recording from the card, and see calls counted in plain words.
- “Calls: 4 total · 1 today” on every card
- Program, source and arrival date at a glance
- Book trial goes to the GoHighLevel calendar
A Workspace pipeline card for Marcus Hill: a follow-up due at 6:00 PM counts down, turns red as Overdue, and is dismissed.
On the card
- Call
- SMS2 unread
- Notes
- Book trial
- Play recording1:48
Mirrors your GoHighLevel pipeline
For a location on GoHighLevel, the board mirrors its own pipeline. A move here is written back, and deleting here deletes there.
- Same columns and cards on both sides
- Workflow deliveries arrive in real time
- Pipelines reconciled every hour
The Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
Moved in GoHighLevel tooThe Workspace pipeline board for Northside: columns New Lead, Called, Trial Booked and Joined with a card per lead. A new lead arrives waiting for a call, is called from its card and dragged to Called, and another card moves from Trial Booked to Joined.
Moved in GoHighLevel tooBoard, list or phone
Switch to List view, filter by source, stage or “Not called today”, act in bulk, and work the board from a phone.
- Choose which fields each card shows
- On a phone, one stage at a time
- A bottom bar with a green Dial button
The Workspace pipeline on a phone's browser for Northside: one stage at a time with full-width cards, and a bottom bar with Pipeline, Contacts, Inbox, Calls and a green Dial button. A new lead is called from its card, then the next stage slides in.
Cards fed by the tools
you already run
Leads reach the board from your gym software, your CRM, your ads and your website, each filed to its location.
- Gym software
- CRM and phones
- Ads and web
How a lead reaches the board
01
The Integrations screen: PushPress, Mindbody and GoHighLevel per location, Google Ads, Meta Ads, website tracking and Twilio, each with its status and the time of its last sync.
Connect your systems
Gym software connects per location; ads, GoHighLevel and the website connect once, with every key sealed and never shown back.
02
A Workspace pipeline card for Dana Reyes, a new lead whose wait for a first call shows in red until somebody presses Call.
New lead · GoogleLeads become cards
Each new enquiry opens a card in New Lead on its location's board, carrying its source and program.
03
A browser call to Maya Thompson placed from a pipeline card: the call pill in the header shows the call's state, and the live transcript panel fills with both sides' words as they speak.
The desk works the card
Calls, texts, notes and follow-ups happen on the card, and the card moves forward as the lead does.
Who works the board
Every new lead in one column
Follow-ups that come back on timeCall and text without leaving the card
Questions desks ask
Questions the board answers
Each location's board
stays its own
Read how we handle security- Each customer isolatedRow-level security on every table.
- Keys encryptedAES-256-GCM, never shown back.
- Secrets hashedbcrypt passwords, SHA-256 sessions.
- Audited support60 minutes at most, with a banner.
Access
- Four roles: Owner, Manager, Marketing, Regular
- Regulars reach the Workspace and nothing else
- All locations or specific ones, per person
- Permission changes kept in an append-only history
Privacy & Security
- One workspace per location, never mixed
- Every move to GoHighLevel recorded, then read back
- Every webhook verified and stored before use
- No inbound ports, TLS end to end
- Nightly backups off the server, restore drilled
- You own contacts, conversations and recordings
Explore more on working leads
A Workspace contact record for Jordan Ellis: the sign-up form, a call, texts both ways, an intro class booked and attended, and the membership that made them a member, each on the activity timeline.
Read more: Contacts: the whole story per personContacts: the whole story per person
Details, source, program, texts, calls and notes for every lead, on one page the whole desk can read.
The speed to lead feed: the newest leads with how long each has waited for a first call against the contact target, amber while waiting, red past the target, green when called in time.
Read more: Speed to Lead: who waited, and for how longSpeed to Lead: who waited, and for how long
Every new lead's wait for a first call, against your own target, live on the Overview and per location.
Read more: Speed to lead for gyms: how to measure the first call honestlySpeed to lead for gyms: how to measure the first call honestly
What happens between a gym enquiry and the first call, and how to hold every desk to the same clock.
Read more: Why booked intro classes go empty, and what to do about itWhy booked intro classes go empty, and what to do about it
Why intro classes go unattended, and what the desk can do between the booking and the class.
Pipelines FAQs
No. Every location starts with eight stages: New Lead, Called, Follow Up, Trial Booked, No Show, Trial Done, Joined and Lost. You can edit the columns, choose which count as open, won or lost, and manage boards in Settings > Pipelines.
No. For a location on GoHighLevel, the board mirrors its own pipeline. A move made here is written back, deleting here deletes there, workflow deliveries arrive in real time and pipelines are reconciled every hour. See the GoHighLevel integration.
No. A delivery about somebody already training at that location opens no lead, so it never becomes a card. That keeps the gym app's roster, mirrored into the CRM, from flooding the board.
On the day, the card rides to the top of its column with a chip. When the hour passes with no call or text it turns red and reads Overdue, and it stays until somebody presses Dismiss, because a call does not always mean you reached the person.
Yes, in the phone's browser; there is no app store app. The phone view shows one stage at a time with previous and next, filters in a bottom sheet, and a bottom bar with a green Dial button.
Only if you allow it. Each person gets all locations or specific ones, and each location's board, numbers and conversations stay in its own workspace.
$75 per location per month, software only. Calls and texts run on the location's own Twilio account, and Twilio bills them directly. See pricing.