Sales Pipeline

A sales pipeline for your Instagram leads

Insteed turns the leads in your DMs into deals you can see. Move each one from New to Won across a visual pipeline, with per-stage totals and a weighted forecast, so you always know what is about to close.

Free Starter plan · No credit card · Meta Verified Tech Provider

Leads with nowhere to go get forgotten

A hot buyer says “I’ll take two”, then life happens. Without a place to track that deal, it lives in your memory until it does not. The native inbox has no concept of a sale in progress, so half-closed deals quietly evaporate.

A pipeline gives every promising conversation a home and a next step, and tells you what is actually on track to close.

How the pipeline works

1

A lead arrives

Someone shows buying intent in your DMs or comments. Insteed surfaces them as a lead, ready to work.

2

It becomes a deal

Purchase-intent leads can open a deal automatically, or add one in a tap, so a hot conversation never just disappears.

3

Move it through stages

Drag the deal from New to Won across the board, or change its stage from the deal panel on mobile.

4

See the forecast

Per-stage totals and a weighted forecast show you what is genuinely on track to close, not just a pile of open chats.

What you get

Six built-in stages

A clear path from New through to Won and Lost, so every deal has an obvious next step.

Drag-and-drop board

Move deals across stages on desktop, or use the deal panel to change stage with a tap on mobile.

Per-stage totals

See how much value sits in each stage at a glance, so you know where to focus today.

Weighted forecast

Each stage carries a probability, so your forecast reflects what is likely to close, not wishful thinking.

Auto-deals from buyers

When Insteed detects strong purchase intent, it can open a deal for you, so nothing slips between the DM and the sale.

Owners, notes, and tasks

Assign each deal, add notes and tasks, and keep the full history on the contact’s profile.

Who it is for

Sellers and D2C brands

Track every enquiry from first message to paid, and stop losing orders to forgotten follow-ups.

Creators with brand deals

Move each collaboration from first contact to signed, and see your real pipeline of paid work.

Agencies

Run a clean pipeline per client account and report on the deals you are moving forward.

Pipeline FAQs

How do leads become deals?

Two ways. When Insteed detects strong purchase intent in a DM or comment, it can open a deal automatically. You can also add a deal from any lead or contact in a single tap. Either way, there is one deal per conversation, so nothing is duplicated.

What stages does the pipeline use?

Insteed ships with a clear set of built-in stages from New through to Won and Lost, each with a probability that powers the weighted forecast. You move deals between them by dragging on desktop or from the deal panel on mobile.

What is the weighted forecast?

Each stage carries a likelihood of closing. The forecast multiplies each open deal’s value by its stage probability and adds them up, so you get a realistic view of what is on track this period rather than a raw total of everything open.

Can my team work the pipeline together?

Yes. Deals can be assigned to teammates, and the pipeline shares the same contacts and inbox as the rest of Insteed. Pro includes one teammate and Max includes up to five.

Is the pipeline on the free plan?

The sales pipeline is part of the Pro and Max plans. On the free Starter plan you can connect your account and see your sorted lead inbox, then add the pipeline when you upgrade.

Is it safe for my account?

Yes. Insteed is a Meta Verified Tech Provider and uses only the official Instagram Graph and Messaging APIs, with no scraping, so your account stays in good standing.

Put your Instagram leads in a pipeline

Connect your account free and turn the buyers in your DMs into deals you can track to Won.

Free Starter plan · No credit card · Meta Verified Tech Provider