CRM pour la gestion des pipelines

Vue du tableau

La vue Tableau est le moyen interactif de gérer votre pipeline et de suivre les pistes dans votre CRM. Faites glisser les pistes vers l'étape de vente suivante et marquez les pistes comme gagnées, perdues ou annulées. Surveillez l'état général de votre pipeline et voyez rapidement ce qu'il faut faire ensuite.

Vue de la liste

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.

Vue de la carte

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.

Vue graphique

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.

Des pistes brûlantes !

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!

Cartes de plomb personnalisables

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!

Le plus grand avantage est le suivi de vos prospects et de leur provenance. Il est très utile d'étiqueter chaque prospect et de le visualiser sur la carte pour évaluer nos efforts de marketing.

April M. Représentante des ventes territoriales Lira Clinical