new
Pipeline is here 🚀

Track leads, send proposals, and win more work
You’ve been asking for a better way to manage leads, proposals, and forecasts. We’re excited to finally
 share it.
Pipeline
 brings the “find new work” process directly into Monograph, so you can manage potential and active projects in one connected system. No more spreadsheets. No separate CRM. Just one source of truth from first conversation to project completion.
With Pipeline, you can:
Track leads, proposals, and wins in one place
See which opportunities are closing soon and which need attention
Forecast future revenue and staffing demand
Move approved work smoothly from potential to project kickoff
Keep business development and operations aligned around the same data
How to access Pipeline
Pipeline is available as an add-on for Grow plans
.
To learn more or get started, click Pipeline
 in the left navigation.
If you’re an admin
, you can unlock Pipeline right in the app—or book a demo with our team.
If you’re not an admin, you can request access and loop in the right person at your firm.
We’re really excited about this one and yes… there’s more coming!