Holistic 360-degree View On Prospects
- View all your active lead/deals in their respective pipeline stages
- Create custom fields unique to your small business
- Take action quickly on promising deals based on their stages
- Track the progress of all your leads and deals
- Access the right CRM data with filters and Smart Lists
- Customized pipeline stages based on your business requirements
- Multiple pipelines on deals for different products and services
Multiple Pipelines with Customizable Stages
Create different pipelines for different teams, products and business units. Nurture clients for multiple products and track the progress at one single place.
Timely Guidance For Your Team’s Success
Help your sales team understand the important actions, key data-points and sales cues to look at. Also, understand why a deal was lost and the un-qualification reasons.
Enhanced Pipeline Visualization
Get a clear view of your sales pipeline with intuitive visuals, allowing you to track leads and deals effortlessly.
Streamlined Lead Management
Organize and prioritize leads effectively, ensuring that your sales team focuses on the most promising opportunities.
Real-Time Updates
Stay informed with real-time updates on lead status and deal progress, enabling timely decision-making.
Efficient Collaboration
Facilitate teamwork with collaborative tools that allow your sales team to work together seamlessly on deals.
Benefits of Pipeline Management
Better Understanding of the Sales Process
More Efficient Implementation of Sales Strategy
Insights on Leads and Deals
Close Deals Faster
Increased Revenue
Reduced Effort for Higher Returns
Frequently Asked Questions
