pipeline

Choose between 4 different types of pipelines

Stage based – automatic progress

Move the deal forward through different stages with drag & drop.

The likeliness for the deal to close is set by what stage the deal is in.

Check list – automatic progress

Move the deal forward by ticking of the steps that have been done.

The likeliness for the deal to close is set by what steps that are done.

Sequential drag & drop pipeline

Stage based – user set progress

Move the deal forward through different stages with drag & drop.

The likeliness for the deal to close is set manually by the user.

Check list – user based progress

Move the deal forward by ticking of the steps that have been done.

The likeliness for the deal to close is set manually by the user.

Separate the qualification from doing the deals

Unqualified deals

Add your deals that are not qualified yet and start qualifying.

Add from LinkedIn, Outlook, Gmail, Mailchimp, .CSV and convert to qualified deals or orders.

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Qualified deals

Create focus by only adding what is qualified to qualified deals.

Choose between 4 types of pipelines/processes to simplify your work, control and follow ups.

Sales pipeline crm overview

The Salesbox pipeline supports…

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Multiple pipelines

Add as many pipelines of different types as you need.

Look at one or all at once, filter by time or other criteria.

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Favourites

Do you have any special deals you want to focus more on?

Add them to your favourite list and get access directly.

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Export to Excel

Search & filter your pipeline as you want and export to Excel.

Export both coming and done deals for any given time period.