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Relatable

A pipeline that doesn't forget the human

A pipeline for relationships, not transactions.

Stage Spheres turn any relationship process — hiring, fundraising, partnership conversations — into a kanban with columns you define. Drag contacts between stages. Share the board with your team. Every card is a real person, with a full history.

Get Started Free10-day free trial. No credit card required.

Sound familiar?

  • Deal-pipeline tools force relationships into sales-shaped boxes.
  • Your hiring funnel, your fundraising process, and your partnership pipeline are the same shape underneath — but no tool reflects that.
  • Kanban boards are great until you want them to remember real context about each person.

How it works

1

Start with a template

Four stages out of the box — New, Warm, In discussion, Final. Rename any of them. Add more. Remove what you don't need.

2

Add contacts as cards

Each card is a real contact profile — full history, notes, interactions — not a deal stand-in.

3

Drag between stages

Where they are in the process is always obvious. Drag across columns on the web; swipe between stages on mobile.

Prospective Clients Stage Sphere with New, Warm, and In discussion columns — contact cards with last-contacted dates spread across them
Kanban columns you define. Cards that are real people with full histories.

What Stage Spheres does

Custom stages

Start with four, rename/reorder/add/remove. Your process, your columns.

Each card is a real contact

Full history, Spheres, notes, interactions, a click away. The card isn't a deal — it's a person.

Shareable with your team — or externally

Read-basic, read-full, or write access. Co-workers and outside collaborators drag cards right alongside you.

Cross-database drops

A collaborator dragging one of their contacts into your Stage Sphere syncs the person over automatically.

Web and mobile

Drag on the desktop; swipe on the phone. Same board, same state.

How people use Stage Spheres

Fundraising: Intro → First Meeting → Diligence → Term Sheet.
Hiring a senior role: Sourced → Phone Screen → Onsite → Offer.
Partnerships: Cold → Warm → Negotiation → Signed.
M&A conversations: Teaser Sent → NDA → Data Room → LOI.

See Stage Spheres for yourself.

Start a free trial and use Stage Spheres on your own network.

Get Started Free

Frequently asked questions

How many stages can I have?

As many as you want. Start with four, add more, remove some — it's your board.

Can I share with someone outside my team?

Yes. Stage Spheres support personal sharing (invite a specific person by email), team sharing, and global sharing via a link.

Can collaborators edit, or just view?

Either. Access levels: read-basic, read-full, or write. Write access lets them drag cards and edit the board.

Does it replace my sales CRM?

If you have a real sales motion with forecasting, commissions, and ARR tracking — probably not. Stage Spheres are for relationship-driven pipelines — hiring, fundraising, partnerships, M&A — where the human matters more than the stage name.

Can a contact be on multiple Stage Spheres?

Yes. The same person can be a fundraising card on one board and a partnership card on another.

Your network is your edge.

Start your free trial and see how Stage Spheres works on your own relationships.

Get Started Free10-day free trial. No credit card required.