CRM - Design the Best Sales Pipeline

Design the Best Sales Pipeline
That Fits You

Deskera CRM Deal Management
Deal Management
Deskera CRM Contact Management
Contact Management
Deskera CRM Activity Management
Activity Management
Deskera CRM Customized Pipelines
Customized Pipelines
Deskera CRM Ticket Management
Ticket Management
Deskera CRM Knowledge Base Management
Knowledge Base Management
Deskera CRM Custom Fields
Custom Fields
Deskera CRM Email Campaign
Email Campaign
Deskera CRM Email Inbox Integration
Email Inbox Integration
Deskera CRM Track Communications
Track Communications
Deskera CRM Insight & Reports
Insight & Reports
Deskera CRM Team Management
Team Management
Deskera CRM CRM Mobile App
CRM Mobile App

Boost Your Conversion Rate with Sales Pipelines

Complete Sales Tasks Faster with Reminders

Easily Track Deal's Status

All Your Contact Details In a Single Page

Customize the Pipeline That Suits You

Monitor the Closing Date of Each Deal Regularly

Improvise Your Sales Pipeline with Deskera CRM

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.

FAQs

Do I have to use the default pipeline in Deskera CRM software?

You are not required to use the default pipeline available in the system. If it's not applicable to your sales processes, you can always create a new pipeline that suits you.

Can I create multiple sales pipeline?

Certainly. Deskera CRM users can create multiple sales pipelines without restrictions.

How many stages that I can create in sales pipelines?

You can add multiple stages in a single pipeline without worry.

Why is sales pipeline important?

Sales pipeline is important for your business as it shows your pool of prospects, your expected sales revenue, and the performance of your sales team.
In short, it gives you an overview of entire sales process so you can seize business opportunity easily.

What's the fastest way to move the deal from one stage to another?

You can use the drag and drop feature. Select the deal card and drop it to the relevant stage in the same pipeline.

Can I move my deal to another pipeline?

No. You can only move deals within the same pipeline.

Can I change the status of my deal from closed won to closed lost?

Absolutely. In case you accidentally mark the deal as closed won instead of closed lost, you can always reverse the status of the deal.

Can I delete the default pipeline?

You cannot delete the default pipeline. You can only delete the customize pipeline created in the system.

Buying Tip from Deskera

You will be able to see the outstanding amount of any Bill. Indicate the Currency, Amount to be paid, and the Account used to deduct the Payment – Cash or Bank, or other Bank accounts created previously.