Short answer
The Pipeline is your built-in CRM. Every client conversation from the Unified Inbox becomes a card you can move through stages — so you track deals from first reply to won, without leaving Lancer.
Stages
Cards move across columns like New → Follow-up → Qualified → Meeting arranged → Proposal sent → Won / Lost (plus Archived). You can customize the columns to match how you sell — rename, add, or remove stages.
Deal value & tasks
Set a deal value on a card to track what your pipeline is worth.
Add tasks with due dates so follow-ups don't slip — overdue tasks are flagged.
Export to CSV for reporting or your own analysis.
Inbox and Pipeline together
The Inbox is where you read and reply to clients; the Pipeline is where you track where each deal stands. See Unified Inbox + CRM (how it works).