Your contacts record what happened: calls, notes, quotes. What is missing is the thing in between — a customer who enquires three times a year has three deals and only one file. The pipeline gives each one a value, a stage and a next step. And it tells you which one is about to slip.
Columns are your stages — name them as you like. Under every column name sits the total that rests there. A sales board without amounts is just a to-do list with columns.
Every opportunity shows what comes next. Without a step the card turns red — and the bar above tells you how many are sitting like that. Deals rarely die of rejection, mostly of being forgotten.
Link the quote and the opportunity takes over its total. When your customer signs online, it jumps to won — timestamped with the signature. If they decline, to lost. The pipeline stays right even if you do not touch it for two weeks.
Every stage carries a probability. Out of it comes the figure you actually need — say €12,400 for September. Next to it, ungeweighted, sits everything currently on the table.
When a deal is lost we ask for the reason. That turns into an analysis like “34 percent lost on price, 21 percent no budget” — the one figure that can change how you sell.
One click inside an enquiry turns it into an opportunity — the customer is created or found via their email address. Automatically per company if you want; off by default.
€9 a month, per company — you only book it where you actually sell. Cancel monthly.
From an enquiry, from the contact file or by hand. A name and a customer are enough; the rest can follow later.
The board shows where things stand, the reminder speaks up, and the quote does the rest by itself.
Run sales opportunities on a board: stages, next step with reminders, quote automation and a weighted revenue forecast. Add-on from €9 per month, per company.
Every opportunity shows what comes next. Without a step the card turns red — and the bar above tells you how many are sitting like that. Deals rarely die of rejection, mostly of being forgotten.
Every stage carries a probability. Out of it comes the figure you actually need — say €12,400 for September. Next to it, ungeweighted, sits everything currently on the table.
One click inside an enquiry turns it into an opportunity — the customer is created or found via their email address. Automatically per company if you want; off by default.
Website, branding and your business tools all work together — one cockpit, instead of piecing together ten tools.