Pipeline Management CRM

Board view

Board view is the interactive way to manage your pipeline and track leads in your CRM. Drag and drop leads to the next sales stage and mark leads as won, lost, or canceled. Monitor the general health of your pipeline and quickly see what needs to be done next.

List view

List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline CRM, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.

Map view

Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities. Want to find your best leads on the go? Our free iPhone app lets you quickly view any lead list or filtered lead segment in a zoomable, smooth-scrolling map.

Chart view

Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph, making it a great method for tracking your pipeline and leads.

Hot leads!

Are your leads hot or not? Hot leads let you prioritize the prospects that are most meaningful to you, so you know exactly where to focus your attention. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click, and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists. Learn more about hot leads here!

Customizable lead board cards

Need to tailor the information stored on your lead board cards? Now you can choose which fields are displayed and reorder them to support your team’s process. Switch up the customization for each of your company’s pipelines so lead board cards show the most important data for your team’s needs. Learn more here!

The greatest benefit is tracking your leads and where they come from. It’s been very beneficial to tag each lead and look at them on the map view to evaluate our marketing efforts.

April M. Territory Sales Representative Lira Clinical