Sales Pipeline
Track every prospect from first contact through closed deal — with pipeline stages, activity logging, follow-up scheduling, and a manager view showing all team activity in one place. Lost reason tracking means you learn from every deal that doesn't close, and pipeline value stats show exactly what's in your funnel at any moment.
Features
- ✓ Seven pipeline stages — New, Contacted, Qualified, Proposal, Negotiation, Closed Won, Closed Lost
- ✓ Activity logging — phone calls, emails, meetings, demos, proposals, and follow-ups per prospect
- ✓ Follow-up date scheduling — set the next contact date per prospect so nothing falls through
- ✓ Lost reason tracking — prompted when closing a deal as lost; captured for pattern analysis
- ✓ Pipeline value dashboard — active prospects, total pipeline value, won count, and lost count
- ✓ Manager activity log — see all sales activities across the entire team, filterable by rep and type
- ✓ Lead source tracking — referral, cold call, website, trade show, existing customer
- ✓ Priority indicators — Low, Medium, High with color-coded dots on the prospect list
- ✓ Clickable contact info — phone and email links open your dialer or email client directly from the detail view
- ✓ PDF prospect summary — generate a formatted overview from any prospect detail view
What sets it apart
Lost reason required, not optional
When a deal closes as Lost, the system prompts for a reason before saving. Over time, these reasons reveal patterns — where you're losing, which stages fail most, which sources convert worst.
Team visibility for managers
The Activity Log gives managers a cross-team view of all sales touchpoints — filterable by rep and activity type. See who's calling, who's meeting, and who hasn't logged activity this week.
Quick stage changes from detail view
Move a prospect through the pipeline with the Change Stage dropdown right on the detail view — no editing required, no full-form save. One click to advance the deal.
Separate from customer records
Prospects and customers are separate — when a deal closes, create a customer record for billing and service without overwriting the sales history. Both records stay intact.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
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