Customer Relationship Pipeline Template

With this project setup, you will be able to use Quire to manage all of your customer information in one place for your business.

You can visit this Customer Relationship Pipeline project and transfer a copy of the tasks to your Quire project so you don’t have to create the tasks all over again on your own.

Set up for customer relationship pipeline

Quire main List

The List tab in your project can be set up as the main list for all of the customers that you have reached out for your business. Create a task as the contact information of each customer that you have.

main list for all customers

Quire Sublist

By adding a sublist, you can select all of the relevant customers to a common business goal and create a selective and focused list. Name this Sublist as Pipeline and set it to view as a board view. This way you can visually track the statuses of each customer.

sublists for pipeline board

You can create a status column for each of the steps in this pipeline.

Here are some examples of the columns:

  • Incoming
  • Leads
  • Contacted
  • Meeting scheduled
  • Proposal delivered
  • Follow up
  • Closed
  • Lost

pipeline board statuses

Task’s description

For each customer (task), you can put the customer information in the detail panel.

Here are some popular information that you can add:

  • Customer’s details (Email, phone number, addresses, company name)
  • Customer’s reply
  • Meeting preparation checklist

customer information in detail panel

Other features and integrations


You can categorize your customers by adding new tags.

Some popular segmentations for customers:

  • Lead temperature (Cold, Warm, Hot): This can help you see who is close to being a customer.
  • Source (Email, Referral, Support Message): This can help you determine which channels are more effective than others.
  • Company size (1-10, 10-50, 50-100, etc): This can help you tailor your messages for small or large businesses.


Use the filter bar to create a more customized and manageable group of your customers.

advance filters to customize view

Email to Quire

You can send emails from your customers to Quire so they become tasks in the project automatically. This can help you streamline the process of collecting information from your emails.

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