Sales pipeline
What are you going to close this month? See it in your pipeline.
All your deals by stage on one board, follow-up on autopilot and the reports to know what you'll close. No spreadsheets or forgotten deals.
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What you tell us
Deals get lost when nobody follows up.
“Quotes are in a spreadsheet and we don't know where each one stands”, “we put money into campaigns and half the leads never got a call”. It's what you tell us in meetings, and here's how the Clientify pipeline solves it.
See
Your whole pipeline on one board.
What we hear“Deals live in a spreadsheet and nobody knows where each one stands.”
Each deal is a card with its amount and stage. You drag it as it moves forward and see at a glance how much is at stake at each step, without asking anyone.
- Your stages
Create a pipeline for each line of business, each with its own stages.
- Amount per stage
You know how much money is at each step of the pipeline.
- Everyone sees their own
You assign an owner and everyone sees the deals that are theirs.
New6 · 14.200 €
Proposal4 · 21.900 €
Negotiation2 · 18.000 €
What you have at stake
- Open
- 12 deals
- In proposal
- 21.900 €
Follow up
No deal goes unanswered.
What we hear“Customers complain that nobody calls them back after they ask for a quote.”
When a deal changes stage, an automation creates the task, sends the email or alerts the salesperson. Follow-up stops depending on everyone's memory.
- Tasks on autopilot
Each stage creates the right task, with a date and an owner.
- Follow-up emails
The right message goes out at the right time.
- Reminders
It alerts you to what can't wait.
Each stage, its next step
You define it once and it repeats on every deal.
Connect
The deal, with everything that's been said.
What we hear“We have hundreds of deals and half of them have no contact attached.”
Each deal is linked to its contact and company, with the history of WhatsApp messages, emails, calls, the quote and tasks on the same record.
- Contact and company
You know who you're negotiating with and what they've been told.
- Quote attached
The proposal sent, next to the deal.
- Your own tags
Tags on the deal, not just on the contact.
Call Thursday to set a date
Everything in the deal
- Last contact
- WhatsApp, yesterday
- Budget
- sent
Measure
Know what you're going to close this month.
What we hear“Our current CRM falls short on reports and we forecast by eye.”
Reports by stage, by salesperson and by period, with the closing forecast and the reasons deals are lost. To decide with data, not gut feeling.
- Closing forecast
Amount weighted by the probability of each stage.
- By salesperson
Who closes, how much and how fast.
- Loss reasons
You know why they fall through and where to improve.
What you'll close
- Weighted
- 28.300 €
- Month
- November
Why they fall through
Price, timing or competition: you know where you're losing them.
Also included
Your whole sales process, in one place.
What you ask us for most when the team grows and leads come in from several channels.
Sales, renewals or projects: each process with its own stages.
Forms and conversations can create the deal in the first stage.
You decide what each team member sees.
You log them when closing and they show up in your reports.
What it costs
The pipeline comes with your plan.
No separate tool for deals and no license for every salesperson who joins.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →The sales pipeline is in your plan: no other tool to manage deals.
Unlimited users: everyone works on the same pipeline without paying for extra licenses.
What you pay for the pipeline
Pipeline: included
- PipelinesAs many as you need
- UsersUnlimited
- ContactsUnlimited
From € / $39 a month per seat billed annually, or € / $65 month to month.
Connected with
From deal to close, without leaving the CRM.
The pipeline is fed by your contacts and conversations and ends in the signed quote.
Getting started
Your pipeline, working today.
With your usual stages and your usual deals.
- 1Create your stages
Copy how you sell today: from first contact to close, with the steps you already take.
- 2Bring your deals
Import your spreadsheet and match each column to its field.
- 3Put follow-up on autopilot
Choose which task or email goes out when a deal enters each stage.
Before you decide
What people ask us before taking the step.
The questions that come up most in our sales meetings, with the short answer.
“I don't want every salesperson to see all the deals”
You assign an owner and decide what each person sees. The manager sees everything; each salesperson, their own.
“I need to tag the deal, not just the contact”
Deals have their own tags, so you can filter and measure by them.
“I have everything in a spreadsheet and don't know where to start”
You import your spreadsheet, match the columns once and work from day one with what you already have.
“I'm coming from another CRM”
You bring in your contacts and deals with one import. If you need help, we'll go through it in the meeting.
“Automations: do they also apply to what I already have open?”
They apply to what enters the stage from the moment you turn them on. For what's already open, you move the deals and they kick in.
“My current CRM doesn't give me the reports I need”
Reports by stage, salesperson and period, with closing forecast and loss reasons, with nothing extra to set up.
FAQ
What people usually ask us before getting started.
Can I have more than one pipeline?
Yes. You create one pipeline per process or line of business, each with its own stages.
Can I change the stages later?
Yes. You add, rename or reorder stages whenever the way you sell changes.
Can I send a quote from the deal?
Yes. You create the quote with your products and send it from the deal itself.
Can I try it for free?
Yes. Try Clientify for free and set up your pipeline with your deals before you decide.
Start today
Don't let a single deal go without follow-up.
Try Clientify for free and set up your pipeline with your deals.
No card required · Everything open from day one