CRM . SALES FEATURE
Visual Sales Pipelines: Map the Way Your Business Sells
What it is: Fully customisable Drag and Drop visual pipelines that let you map and manage your customer journey around the way your small business actually sells.
CRM Features › Sales Features › Sales Pipelines
What you can do
See every opportunity
Fits the way you sell
Customise your pipeline stages around your real customer journey instead of changing the way you work to fit your CRM.
Manage different sales journeys
How it works
1
Build your pipeline – Create the stages that match the way your customers actually move through your sales process.
2
Add and move opportunities – Add contacts, companies or deals and move them visually through each stage as the relationship progresses.
3
Track what happens next – See values and reminders in your pipelines while the wider performance feeds into your Sales Dashboard.
Stefania Pellegrino, Purely Plantain Chips
Works Alongside:
See how these features connect.
Common Quesions
Start by creating stages that reflect your real sales process. You can then add opportunities and move them through those stages as they progress. Simple – Name it, Drag It, Drop It , Add your contact, companies and opportunities
Build your sales process around the way you actually sell
Or if you’d rather explore first: