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pipeline management

Streamline and Track Your Sales Process

Efficiently manage your entire sales process with a visual, customizable pipeline. Track deals through each stage, automate tasks, and gain real-time insights to optimize your sales strategy and drive better results.

14 days free trial

pipeline

Pipeline Management in The PeakLevel helps you visualize and control your sales process from start to finish. With an intuitive drag-and-drop interface, you can easily manage deals, track progress, and ensure that every opportunity is moving forward. This feature is essential for keeping your sales team organized, focused, and aligned with your business goals.

features

Visual Pipeline: View your entire sales process at a glance with a customizable, drag-and-drop pipeline.

Deal Tracking: Monitor every deal as it moves through various stages of your sales process.

Custom Stages: Tailor your pipeline stages to match your unique sales cycle.

Automated Task Management: Assign tasks automatically as deals move from one stage to the next.

Pipeline Reporting: Gain insights into your pipeline's health with real-time analytics and reports.

Multiple Pipelines: Create and manage multiple pipelines for different products, services, or teams.

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Pipeline Stages

Pipeline Stages allow you to customize your sales pipeline to reflect your unique sales process. Each stage represents a critical step in moving a deal from initial contact to closure. By defining and managing these stages, you can ensure that your sales team stays organized and focused, with a clear understanding of where each opportunity stands.

features

Custom Stage Creation: Easily add, edit, and reorder pipeline stages to align with your specific sales process.

Stage Transition Tracking: Monitor how deals move through each stage and identify potential bottlenecks.

Automatic Stage Advancement: Set up criteria for deals to automatically progress to the next stage based on specific actions or milestones.

Stage-Specific Actions: Trigger automated tasks, notifications, or follow-ups when a deal enters a new stage.

Visualization: Get a clear, visual representation of your pipeline stages, allowing for quick assessment and decision-making.

14 days free trial

Deal Management

Deal Management centralizes all the critical information related to your sales opportunities, making it easier to track progress and take action. With comprehensive tools to manage every aspect of a deal, from initial contact to final closure, your sales team can maintain focus and ensure nothing falls through the cracks.

features

Centralized Deal Information: Store all relevant details, notes, and documents related to each deal in one place.

Task and Activity Management: Assign tasks and track activities related to each deal to ensure timely follow-ups and actions.

Deal Progress Tracking: Monitor the status and progress of each deal as it moves through the pipeline.

Custom Deal Fields: Add custom fields to capture important information unique to your business or sales process.

Deal Notes and Attachments: Keep all deal-related notes and attachments organized for easy reference and collaboration.

Pipeline Analytics

Pipeline Analytics provides powerful insights into your sales process, helping you identify trends, spot bottlenecks, and make data-driven decisions. With real-time reporting and dashboards, you can track the performance of your pipeline, measure key metrics, and optimize your sales strategy for better results.

features

Real-Time Reporting: Access up-to-date reports that reflect the current state of your sales pipeline.

Key Performance Indicators (KPIs): Track essential KPIs like deal velocity, win rates, and conversion ratios.

Customizable Dashboards: Build dashboards that highlight the metrics most important to your business.

Historical Data Analysis: Compare past performance to current trends to identify growth opportunities and areas for improvement.

Pipeline Health Monitoring: Monitor the overall health of your pipeline with visual indicators and alerts for potential issues.

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Pipeline Customization

Pipeline Customization gives you the flexibility to tailor your sales pipeline to fit different strategies, products, or services. Whether you need multiple pipelines for different teams or customized stages for specific sales processes, this feature allows you to create a system that meets your unique needs.

features

Multiple Pipeline Creation: Set up and manage multiple pipelines for different sales processes, teams, or products.

Custom Stage Configuration: Define and configure stages that align with the specific requirements of each pipeline.

Tailored Workflows: Create custom workflows that trigger actions based on the unique stages and criteria of each pipeline.

Pipeline Segmentation: Segment your pipelines by team, product line, or geographic region for more focused management.

Drag-and-Drop Interface: Easily customize your pipelines with a user-friendly drag-and-drop interface, allowing for quick adjustments and changes.

The PeakLevel features

Key Features of The PeakLevel

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