The problem

What breaks without CRM & Sales Pipeline Manager

Leads tracked in personal notebooks or a shared spreadsheet get followed up inconsistently, and pipeline visibility for management depends on someone manually compiling a report.

  • Leads are followed up inconsistently because there is no shared reminder system.
  • Pipeline reporting to management is a manual spreadsheet exercise, usually done weekly at best.
  • Deal history and past conversations are lost when a salesperson leaves.
What it does

Core features

01

Lead capture & assignment

Leads from web forms, calls or referrals are logged and auto-assigned by territory or team.

02

Pipeline stages

Configurable deal stages with forecast value and probability.

03

Follow-up reminders

Automatic reminders so no lead goes silent past a set number of days.

04

Reporting

Pipeline and conversion reports by team, source and stage.

See it

Screens & workflow

Illustrative screens — final UI is confirmed during onboarding for your configuration.

CRM & Sales Pipeline Manager dashboard Overview
CRM & Sales Pipeline Manager in daily use Workflow
CRM & Sales Pipeline Manager reports Reporting
Plans

Pricing built around rollout stage

Every plan is scoped with you before rollout — talk to an architect for a quote based on user count and integrations.

Starter

Custom

For a single site or department running a pilot.

  • Core module access
  • Fixed user/seat cap for the pilot group
  • Standard onboarding and setup
  • Email support

Enterprise

Talk to us

For large or regulated deployments with custom integration needs.

  • Everything in Growth
  • Custom integrations (SSO, ERP, government systems)
  • Dedicated implementation manager
  • SLA-backed support
  • On-premise or private cloud deployment option
FAQ

Common questions

Yes, web forms can be connected to feed leads directly into the pipeline.

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See CRM & Sales Pipeline Manager on your own data

Book a walkthrough or talk to an architect about fit, integration points and rollout timeline.