Turnaround
1-2 days
Requirements
• Subscription: An active subscription to the CRM platform.
Process
1. Customise Stages: We help you set up the stages of your sales pipeline (e.g., New Lead, Contacted, Proposal Sent, Won).2. Add Deals: You can easily add new deals and drag-and-drop them between stages.3. Track Progress: Get a clear visual overview of your entire sales pipeline, forecast revenue, and identify bottlenecks.
FAQ
What is the best way to track sales leads for a small business?
A visual sales pipeline is the most effective way to manage your leads. It allows you to see exactly where every potential customer is in your sales process, ensuring you never forget to follow up and giving you an accurate forecast of your future sales.
Can this automate my sales follow-ups?
Yes, you can set up automated actions for each stage of the pipeline. For example, when you move a deal to “Proposal Sent,” the system can automatically send a follow-up email a few days later.
A visual tool to track leads and opportunities as they move through the different stages of your sales process. Includes:
✅ Visual drag-and-drop sales pipeline.
✅ Automated tasks and follow-up reminders.
✅ Sales forecasting and reporting.
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