Sales pipeline
Sales pipeline: every deal on one board
The sales pipeline in Clientee CRM is a board where you see every lead from first contact to signed deal. You know what stage each deal is in, who owns it and which task is waiting. No sticky notes and no digging through email, just a clear view of where your money is.
(01) On the board
What the pipeline gives you
- 01/06
Contacts with their full history
For every customer you see messages, calls, meetings, notes and quotes. A colleague can take over a deal without asking anyone anything.
- 02/06
Stages that match your process
Inquiry, site visit, quote, negotiation, signed. We set up the stages to match how you sell, not a generic template.
- 03/06
Drag and drop
Move a deal to the next stage with one drag, on your phone or computer. Right after a meeting, from the car if you like.
- 04/06
Tasks and reminders
Add a task with a due date to any deal. The system reminds you who to call, so nothing lives only in your head.
- 05/06
Separate pipelines for different services
One process for new jobs, another for servicing or rentals. Each pipeline has its own stages and its own people.
- 06/06
Reports at a glance
Value of open deals, win rate by stage and results per salesperson. On one screen, without piecing spreadsheets together.
(02) Without a pipeline
What gets lost when you can't see your deals
- 01
You don't know what's in progress
How many quotes are waiting for an answer? Who was meant to call Mr. Novak back? The answer is in your salesperson's head, and they're on holiday.
- 02
Follow-ups slip
You sent a quote, then other work came in. Three weeks later you find out the customer signed with someone who got back to them sooner.
- 03
A spreadsheet won't show trends
A spreadsheet can't tell you how many deals are in play, where they usually stall or what to expect next month.
Take a look at your own pipeline
Book a free call(03) Setup
A pipeline built around how you sell
- 01
We map your sales process
We look at how a lead turns into a job in your business and where deals most often get lost.
- 02
We set up stages and import
We build a pipeline around your process and bring in open deals and contacts from spreadsheets or another system.
- 03
We connect it to automation
When a deal changes stage, the system can send an email, create a task or alert a colleague on its own.
How we think about it
A good pipeline tells you every morning who to call today. Not how much work you have, but where your money is.
(04) FAQ
Questions about the pipeline
01Do I have to stop using my spreadsheet?
For managing deals, yes, but you don't have to retype anything. We import your contacts and open deals for you and place them in the right stages.
02Does this make sense if I'm the only one selling?
Yes. A pipeline is most useful when you don't have time to keep track of every quote yourself. When you hire someone, you just assign them deals.
03Can I have different pipelines for different services?
Yes. A real estate agency can run listings and sales separately, and a car service can keep repairs and tire changes apart.
04Can I see the pipeline on my phone?
Yes, the mobile app has your pipeline, contacts and tasks. You can move a deal or jot down a note right after a meeting.
05How is it different from Pipedrive?
Pipedrive is built mainly around the sales pipeline. Clientee CRM, built on the HighLevel platform, adds messages from every channel, bookings, campaigns and automation in the same system. And we set it up for you.
(06) Contact
Take a look at your own pipeline
In the demo we sketch out how your stages and deals would look in Clientee CRM. No obligation and no generic presentation.