luckpandaSales pipeline management
The pipeline is being built. It will move each deal through your stages, from first call to won, and connect a won deal to its quote and invoice.
Pipeline is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.
What pipeline will do
- Will move deals through stages you name.
- Will hold each deal's value in its own currency and an expected close date.
- Will start a quote from a deal with the client already filled in.
- Will record why deals were won or lost.
Questions
Can I use the pipeline today?
Not yet. It is being built. Quotes, invoices and clients are live now.
Will an agent move deals for me?
An agent will be able to suggest stage changes and draft follow-ups. A person accepts them.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.