Pipeline Kanban View to Power Sales Performance

Struggling to Track Sales Progress

moonstride’s live Kanban view shows where every enquiry stands—no more guessing or gaps.

Challenges in Prioritising Leads

Easily shift focus using drag-and-drop tools designed to optimise your travel sales process.

Difficult to Manage Follow-Ups Efficiently

Attach notes, schedule actions, and see all communication tied to each lead in one view.

Features That Keep Your Travel Sales Pipeline in Motion

A visual, intuitive interface designed to give travel businesses control and clarity across their sales cycle.

Real-Time Sales Visibility

Monitor sales progress in real time with a live pipeline that brings all updates into one cohesive view.
Real-Time Sales Visibility
Real-Time Sales Visibility
Drag-and-Drop Controls

Drag-and-Drop Controls

Quickly move enquiries through your pipeline with intuitive controls designed for fast and flexible updates.
Drag-and-Drop Controls

Advanced Filtering Capabilities

Easily focus on priority leads by refining your pipeline view using filters that match your travel sales criteria.
Advanced Filtering Capabilities
Advanced Filtering Capabilities
Sales Activity Tracking

Sales Activity Tracking

Access all lead interactions and updates in one place to stay organised and avoid missed opportunities.
Sales Activity Tracking

Customisable Pipeline Structure

Design a pipeline that mirrors your unique sales approach, with stages that suit your team's exact process.
Customisable Pipeline Structure
Customisable Pipeline Structure

Additional Features

Live Pipeline Updates

Reflects real-time activity as travel enquiries progress or get updated.

Quick Stage Views

Instantly preview trip details or client info in any sales stage without switching screens.

Smart Task Linking

Attach follow-ups, reminders, or notes directly to enquiry stages for better coordination across travel bookings.

Make Sales Simpler, Smarter, and More Visual

Benefits of Pipeline Kanban View

Simplify sales tracking, enhance conversion focus, and speed up your travel sales journey.
Benefits of Pipeline Kanban View
View your complete sales flow at a glance with visual clarity
Move leads across stages quickly to reduce delays
Pinpoint high-value enquiries using advanced filters
Track notes and activity centrally for smoother collaboration
Customise your pipeline to fit any sales operation, large or small

Frequently Asked Questions

What is a sales pipeline?

A sales pipeline is just another name for the journey a lead takes—from first enquiry to confirmed booking. It helps you see what’s happening at every stage, so nothing slips through the cracks.

What exactly is the Kanban view?

Imagine a digital board where every travel enquiry is a card that moves through different sales stages. That’s your Kanban view—it’s simple, visual, and keeps your pipeline clear.

Why should I care about pipeline management?

It gives you total visibility of what your team is working on, what’s coming in, and what needs attention. It’s the key to converting more leads and staying ahead of targets.

How do I build a pipeline in moonstride?

You can easily set up stages that match how your travel business operates—from enquiry to quotation to booking. Whether it’s 5 steps or 50, it’s all up to you.

How do I manage my pipeline day-to-day?

Use automation to pull leads in from your website, move them through the stages as they progress, and update everything with drag-and-drop ease right inside moonstride.

Can I assign multiple tasks to one enquiry or booking?

Yes, you can! You can create and assign as many tasks as needed directly from the pipeline screen.

Can I design the pipeline based on how my team works?

Absolutely. Add, edit, and structure your sales stages to reflect how your team operates — whether selling tailor-made tours or handling high-volume bookings.

What actions can I take directly within the pipeline?

You can drag enquiries to different stages, create tasks, add notes, and even open and edit enquiries, quotes, or bookings—all from one screen.

What filters are available in the pipeline view?

You can filter by lead source, owner, status, and dates—so you always see what’s most relevant.

Can I see the status of tasks in the pipeline?

Yes! Task statuses are colour-coded, giving you a quick visual summary of what’s done, pending, or overdue.

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