Pipeline Management
Give Clarity to Your Sales Process. Keep track of your sales opportunities using the easiest, most user friendly system around
Next: Contact Management
Get Started
See clearly every opportunity in your pipeline in a simple, easy to understand visual view.
Drag & Drop
Opportunities can be quickly moved from one stage with a simple drag and drop.
Customisable
Customise your sales pipeline to reflect your processes. Our coaches can help you map your process.
Realtime
Opportunity movements are all presented in real time across all users.
Visible sales pipeline
Track and view every sales opportunity as it moves through your interactive pipeline. Drill into the detail of each opportunity and discover the insights behind them. Quickly allocate to do’s, appointment and attach files, allowing team collaboration and complete visibility.
Easy and Intuitive
Drill into the detail, get to the core of every sales opportunity – instant insight into all sales activity:
Simple Sales Stages
Stage Summary
At a glance see the number of opportunities in a stage and the projected value
Opportunity References
A opportunity number is automatically added as quick reference
At a Glance
Active icons at the base of the card show active to dos, appointments, notes and files
Priority Colour Coding
Quickly see what needs attention, opportunities with overdue tasks turn red, upcoming tasks turn green.
Confidence Levels
Show clearly your anticipated confidence for an opportunity, default confidences can be set for each stage
Opportunity Owner
The allocated owners profile picture displays on the opportunity.
Simply log notes and activity
Notes are displayed in a simple message form, allowing you to quickly see who logged the notes and in what order.
Next: Contact Management