Feature Highlight: CRM & Pipelines
Running a small business means wearing a lot of hats - and keeping track of leads, prospects, and clients is one of the most important (and easiest to lose track of).
That’s where Full Scope’s built-in CRM and Pipelines come in.
Whether you're managing a dozen leads or a few hundred, Full Scope gives you a clear, customizable system to track every opportunity, nurture relationships, and stay organized - without juggling spreadsheets or sticky notes.
Feature Highlight: CRM & Pipelines
What Makes Full Scope’s CRM Different?
Visual Pipelines That Actually Make Sense
What Makes Full Scope’s CRM Different?
Unlike basic contact lists or third-party CRM tools, Full Scope’s CRM is baked right into the core of your business structure. That means everything - from lead capture to follow-up emails to invoicing - happens in one place.
You can:
Create detailed client profiles with notes, tags, and activity history
Track communication, tasks, and automations tied to each lead
Assign contacts to custom pipelines (more on that below)
See exactly where each client is in your sales or onboarding process
It’s not just contact management - it’s a control center for your entire client journey.
Visual Pipelines That Actually Make Sense
The pipeline feature turns your messy “mental to-do list” into a clean, drag-and-drop workflow.
You can build as many pipelines as you need, tailored to your unique process - whether it’s for sales, onboarding, project delivery, or client retention.
Here’s how freelancers and solopreneurs are using pipelines:
Sales funnel: Track leads from cold to closed with stages like “New Lead,” “Discovery Call,” “Proposal Sent,” “Closed – Won.”
Client onboarding: Manage new clients through onboarding steps like “Welcome Email Sent,” “Kickoff Call Scheduled,” “Assets Received,” etc.
Project pipelines: See exactly which projects are in progress, awaiting approval, or ready for delivery.
And because it’s integrated with Full Scope’s automation engine, you can trigger emails, tasks, reminders, and more - just by moving a lead to the next stage.
The tools you work with are more than just conveniences; they’re the levers that propel your business forward. The right ones help you work smarter, get more customers, and grow faster - without wasted time or guesswork. Not sure which tools we're talking about?
You just might need this guide
A CRM That Works for You (Not the Other Way Around)
One of the best parts?
You don’t need a sales background to make it work.
Full Scope’s CRM and pipelines are designed to be flexible, visual, and intuitive - so you can build a system that fits your workflow (not someone else’s).
It’s simple enough for solopreneurs who want to stay organized, but powerful enough for small teams that need transparency and control.
Bottom Line: More Follow-Through, Less Guesswork
If you’ve ever lost track of a promising lead, forgot to follow up, or wondered “Where did that client go?” — this is your fix.
With Full Scope’s CRM and pipelines, you’ll finally have one source of truth for your entire client base. Organized. Visual. Actionable.
No more dropping balls. Just clean, professional follow-through — from lead to loyal client.
Ready to see it in action?
Sign up for a free trial today and discover how our powerful tools can transform your business.
Are you tired of juggling multiple online tools to manage your business? Do you find yourself settling for free versions or limited features due to high pricing structures?
Look no further – Full Scope is here to revolutionize your online presence!
