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    SALES PIPELINE

    See Where Every Prospect Is And Close More Deals

    Tracking Sales Opportunities Has Never Been Easier

    An opportunity (sales) pipeline is an absolute must in sales; it is a real-time view of your current sales activities.

    Sales pipeline interface with customizable settings and automation features for tracking leads and managing sales opportunities.
    Flowchart illustrating customizable sales pipeline process for tracking leads and opportunities.

    Fully Customizable

    Track a lead's journey through your sales process. Sales pipelines are fully customizable to whatever your sales cycle may be. This makes sure that you always know who is where.

    Customize Your Sales Pipeline to Fit Any Sales Cycle

    Create pipelines for any or all products/services you offer and even additional pipelines for internal operations to help your team stay organized.

    Computer screen with a gear icon, symbolizing automation and customization in sales tracking for optimizing lead management and sales pipelines.

    Automate

    Automate leads moving through the process via workflow automations or manually with the drag-and-drop feature, moving them from step to step, or do a little of both.

    Watch A Demo ➡️

    Pipeline Reporting

    Nothing falls through the cracks

    You can filter what you see by time/date, pipeline name, user, and workflow. You can also filter by open, won, lost, or abandoned. Opportunities will show up on your dashboard reports and reveal things like sales conversion and lead value.

    Business professionals analyzing sales pipeline metrics with a magnifying glass, showcasing graphs and charts for tracking leads and opportunities.

    Map your customer's journey

    Using the pipeline tracker, you can add all of the stages of your customer's journey. Your dashboard will give a clear overview of where all of your leads are and what needs to happen next to close more deals.

    AT A GLANCE

    See your sales opportunities

    Whether you are tracking your sales team's activity or the effectiveness of your other marketing strategies, you can easily see where all of your customers are in the pipeline.

    Dashboard displaying sales pipeline metrics, including opportunities, pipeline value, and conversion rate, with visual representations of the sales funnel and stages distribution for tax preparation services.

    Easily Integrates With 100+ Leading Apps

    Google
    Facebook
    Slack
    LinkedIn
    Twitter
    WordPress
    Salesforce
    Shopify
    Stripe
    PayPal
    HubSpot
    Zapier
    Mailchimp
    Twilio
    Calendly
    Zoom
    YouTube
    WhatsApp
    TikTok
    Instagram
    Telegram
    QuickBooksQuickBooks
    ActiveCampaignActiveCampaign
    WebflowWebflow
    Google
    Facebook
    Slack
    LinkedIn
    Twitter
    WordPress
    Salesforce
    Shopify
    Stripe
    PayPal
    HubSpot
    Zapier
    Mailchimp
    Twilio
    Calendly
    Zoom
    YouTube
    WhatsApp
    TikTok
    Instagram
    Telegram
    QuickBooksQuickBooks
    ActiveCampaignActiveCampaign
    WebflowWebflow

    "No Risk Guarantee"

    The Choice Is Yours

    Start today and get a 30 day money back guarantee. If, for any reason, you're not 100% satisfied with your License within 30 days of your purchase, simply reach out to Member Support, and we'll gladly issue you a full refund for your monthly subscription. No questions asked.

    *Memberships are month to month, no contracts!

    100% SATISFACTION GUARANTEE