Your complete sales pipeline, from lead to customer
Manage every contact through a 12-step sales funnel. Visualize your pipeline with a Kanban board, filter by 24 lead sources, and never lose track of a deal again.
A funnel designed for how deals actually close
Limitlytics models the real journey from first touch to paying customer — twelve stages that capture every meaningful moment, with the flexibility to move contacts forward, backward, or skip ahead as reality demands.
Twelve meaningful stages
From New Lead through Lead Magnet, Opt-in, Call Proposed, Call Booked, Offer Presented, Consideration, Follow-ups, Customer, and Churned — every critical moment is captured.
Flexible stage transitions
Contacts can move directly between any stages, not just sequentially. Real deals do not always follow a straight path, and Limitlytics does not force them to.
Special transition logic
When a contact moves to Offer Presented, capture the offer and price. When they become a Customer, record deal value, high-ticket status, and payment type — all in one flow.
12-Step Sales Funnel
Twelve meaningful stages
From New Lead through Lead Magnet, Opt-in, Call Proposed, Call Booked, Offer Presented, Consideration, Follow-ups, Customer, and Churned — every critical moment is captured.
12-Step Sales Funnel
Flexible stage transitions
Contacts can move directly between any stages, not just sequentially. Real deals do not always follow a straight path, and Limitlytics does not force them to.
See your entire pipeline at a glance
A visual Kanban board with 12 columns representing each funnel stage. Drag contacts between stages to update their status instantly. Create new contacts directly from the board.
Drag-and-drop pipeline management
Move contacts between stages with a simple drag. Your pipeline reflects reality in real time, without tedious form filling.
Instant visual feedback
See where every contact stands, where bottlenecks form, and where your pipeline is healthiest — all without running a report.
Table view for power users
Prefer lists? Switch to the table view for searchable, filterable, sortable contact management with all the same actions.
Kanban Board
Drag-and-drop pipeline management
Move contacts between stages with a simple drag. Your pipeline reflects reality in real time, without tedious form filling.
Kanban Board
Instant visual feedback
See where every contact stands, where bottlenecks form, and where your pipeline is healthiest — all without running a report.
Every tool you need to manage contacts
A complete CRM built around how real sales actually happen.
24 lead source types
Track where every lead comes from: Direct, Referral, LinkedIn, Facebook, Instagram, X, YouTube, TikTok, Google, paid ads, podcasts, cold calls, events, and more.
Contact assignment
Assign contacts to one or more team members. Non-admins only see their assigned contacts. Admins see everything.
Complete audit trail
Every status change, edit, note, payment, and assignment is logged with timestamp and user attribution. Never lose context.
Notes and timeline
Add internal notes to any contact. View a complete chronological timeline of every interaction and change.
Search and filter
Search the board by name, email, or phone. Filter by source or recent creation date, or switch to table view for broader list filtering.
Lifetime value tracking
Automatically tracks lifetime committed value and lifetime paid value for every contact. Know your best customers at a glance.
CRM questions, answered
Clear answers for the teams comparing tools, tightening operations, or deciding how to roll out better reporting.
Contacts can be created from the table view or directly from the Kanban board. Each contact includes the core fields your team uses to manage source, status, assignments, and notes.
There are 12 predefined stages from New Lead to Customer and Churned. Contacts can move forward, backward, or directly between any stages — the pipeline adapts to how your deals actually flow.
Limitlytics comes with 24 predefined source types covering the most common channels (direct, referral, each major social platform, paid and organic variants, podcast, cold calling, events, and more). These cover nearly every real-world acquisition channel.
Admin users see every contact in the workspace. Regular users only see contacts assigned to them. This keeps data private while giving managers complete visibility.
Yes. Every change is tracked in a complete audit trail: status transitions, field edits, note additions, payment updates, and assignment changes — all with timestamps and the user who made the change.
Ready to take control of your business?
Start your 7-day free trial today and see how much clearer your operating rhythm can feel.
Trial
7 days
Setup
Live in under an hour
Dashboards
Included on every plan
Launch checklist
Start with the essentials
Start with the plan that fits your team today, then scale up only when you need more seats or custom dashboard flexibility.