Sales and customers
CRM and sales pipeline
A CRM set up around how you sell, with clear stages, owners and all the information on each lead in one place.
What is a CRM with a sales pipeline?
A CRM with a sales pipeline is a CRM set up around how you sell. The pipeline is the stages each opportunity goes through; the CRM gathers the information on each lead in one place, with owners and follow-up tasks. It includes stages defined with your team, standardized fields, sources and loss reasons, and contact migration from spreadsheets or other tools.
It is part of the CRM Systems service.
What's included
- Sales pipeline stages defined with your team
- Standardized fields, sources and loss reasons
- Follow-up tasks and reminders
- Contact migration from spreadsheets or other tools
The exact scope is set out in writing in your proposal, before you pay.
Who it's for
Teams that currently track their sales in spreadsheets, notebooks or chats.
How it connects with other systems
- WhatsApp Business with CRMWhatsApp conversations are recorded on each contact.
- Automatic lead follow-upSequences and tasks trigger when a lead comes in or changes stage.
- Online quote builderEach quote is recorded with its status.
- Metrics dashboardThe dashboard connects to the CRM to show your indicators.
Frequently asked questions
Can I start with just this system?
Yes. Each system works on its own and connects to the others when you need it. You request a no-obligation quote; the scope, the price and the launch date are set out in writing before you pay.
Next step
Want this system in your business?
Tell us how you work today and we'll send you a written quote, no obligation.
Prefer to talk? Book a free consultation