Sales pipeline

Keep track of your sales process, to enhance your overall business performance.
Your sales pipeline doesn’t need to feel bloated with too much information.
 
This lightweight sales template offers you a clean sales pipeline to turn prospects into customers. The pipeline makes it easy to capture leads, track progress, and keep track of all your important contacts in one easy place. You can easily customize it further to match your sales process.

You can integrate this pipeline with multiple tools from emails (Gmail & Outlook), calendars, contacts address books, and thousands of other integrations.

Also leverage our emailing options to send emails to your contacts directly from the platform, with great personalization, and the option to track campaigns results.

Work with your team and oversee their performance from a clean and easy interface.

Custom fields included:
  • Contact status (client, prospects)
  • Status (Qualified, To contact, Contacted, Negotiation, Won, Lost)
  • Deal value
  • Priority (High, medium, low)
  • Next steps
  • Sales owner

Views included:
  • List of clients (table view)
  • List of prospects (table view)
  • Sales pipeline (pipeline view)
Includes
People
Clients & prospects
Recommended integrations
Zapier
Zapier
Dropcontact
Dropcontact
Calendly
Calendly
Gmail
Gmail
Google Calendar
Google Calendar