PIPELINE MANAGEMENT

Manage your Pipeline Efficiently

Create multiple and fully-customizable pipelines, monitor your team’s progress, and take deals to the finish line with Clovecrm.

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Key Features for Managing Leads and Deals

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View all your active lead/deals in their respective pipeline stages

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Access the right CRM data with filters and Smart Lists

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Create custom fields unique to your small business

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Customized pipeline stages based on your business requirements

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Take action quickly on promising deals based on their stages

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Multiple pipelines on deals for different products and services

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Track the progress of all your leads and deals

Holistic 360-degree View On Prospects

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Multiple Pipelines with Customizable Stages

Create different pipelines for different teams, products and business units. Nurture clients for multiple products and track the progress at one single place.

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Timely Guidance For Your Team’s Success

Help your sales team understand the important actions, key data-points and sales cues to look at. Also, understand why a deal was lost and the un-qualification reasons.

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Better Visibility Into The Pipeline

Organize sales opportunities visually and intuitively. Get all key information on your leads and deals at a glance with Clovecrm pipeline view.

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Activity Management

Gain a 360 degree view of all your important activities like tasks, calls, and events.

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Improve Sales Efficiency

Identify the stages where your lead sits idle or churns. Recognize all the possible reasons for it and solve them accordingly.

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Predict Business Revenue

Basis the total value of your deals and conversion rates, forecast the revenue for the week or month in ballpark figures.

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Better understanding of the sales process

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More efficient and effective implementation of sales strategy

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Insights on leads and deals.

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Close deals in lesser time with lesser effort for lesser money

Frequently Asked Questions

Sales pipeline can be defined as a visual representation of your lead/deals journey. Think of it as a series of steps that you need to take to push sales forward and close like a pro. It helps you track where each customer is - not just in the pipeline, but also in their decision making process, helping you gain insights on what is needed to get them to close.

  • Automatically capture leads and convert leads into deal and contacts.
  • Fully customizable pipeline to cater to your unique needs.
  • Track progress of leads and deals with the help of pipeline stages.

Pipeline Management in Clovecrm is built into its monthly cost INR 12,999/mo if billed annually.

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