Slimbot
CRMWhat is Pipeline?
The Pipeline shows all your deals as cards divided across the sales phases, from first contact to closed. This visual overview lets you immediately see where your sales are stuck and which opportunities are nearly closed, without having to dig through tables.
How does it work?
- View your deals as a board with columns per sales phase.
- Drag a deal to the next stage as it progresses.
- See the number of deals and total value per column.
- Quickly spot which deals are stuck in the same stage for too long.
Use cases
Estate agent who tracks properties visually from viewing to sale.
Wholesaler overseeing large quotes per phase on a board.
Consultancy that tracks projects from intake to assignment.
Solar panel company that tracks requests from interest to installation.
Benefits
- See at a glance where your sales stand.
- Drag and done: updating stages is that easy.
- See directly which deals are getting stuck.
- Better predict which revenue is coming.
Frequently asked questions
Can I set the stages myself?
Yes, you set up the pipeline with the stages that suit your sales process, for example 'first contact', 'quote', 'negotiation' and 'won'.
Does the pipeline work together with my deals?
Yes, the pipeline is the visual representation of the same deals. What you drag on the board is immediately updated in the deal.
Also within CRM
Use Pipeline for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.