CRM de Gerenciamento de Pipeline

Vista do tabuleiro

A visualização de quadro é a maneira interativa de gerenciar seu pipeline e rastrear leads em seu CRM. Arraste e solte os leads para o próximo estágio de vendas e marque-os como ganhos, perdidos ou cancelados. Monitore a integridade geral do seu pipeline e veja rapidamente o que precisa ser feito em seguida.

Visualização de lista

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.

Visualização do mapa

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.

Visualização do gráfico

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.

Leads quentes!

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!

Cartões de chumbo personalizáveis

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!

O maior benefício é o rastreamento de seus leads e de onde eles vêm. Tem sido muito útil marcar cada lead e observá-los na visualização de mapa para avaliar nossos esforços de marketing.

April M. Representante de Vendas Territoriais da Lira Clinical