Managing your pipelines is a crucial aspect of any business’s sales strategy. With Pipeline CRM, it’s not just about managing—it’s about optimizing for success.
With Pipeline CRM’s pipeline management capabilities, you get a solid snapshot of your pipeline deals.
This helps you to achieve the following:
- Track progress in real time
- Prioritize tasks with your teams
- Identify bottlenecks
- Close more deals
- Increase your profit
Pipeline CRM provides you with all the tools you need to smoothly guide your prospects through the sales funnel.
We tested this feature over the course of three months, adding our affiliate marketing deals.
Here’s how adding a new deal to our sales pipeline looked.
Within each card, we could easily add the following information:
- Owner
- Name
- Associated pipeline
- Stage
- Close date
- Client type
The automated deal-to-customer conversion really stood out to us about Pipeline CRM’s management features.
Every time we won a deal, a prompt would immediately pop up asking if we wanted to convert the deal into a customer.
This feature ensured we didn’t miss out on a crucial step in the customer lifecycle journey (post-sales) and allowed us to seamlessly transition from deal-closing to relationship-building.
From our perspective, it was as if the system was intuitively thinking along with us, anticipating our next move.
Here’s a snapshot of what it looked like for us.
It was a straightforward, one-click process that turned a typically complex procedure into a smooth, automated task.
This feature alone could save a sales team hours of administrative work each week.
Here’s a snapshot of our sales pipeline during our testing.
As you can see, everything is easy to read, customizable, and comprehensive—what’s not to love?
The bottom line: Regarding pipeline management, Pipeline CRM is easily one of the best in the biz.
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