CRM - Design the Best Sales Pipeline

Design the Best Sales Pipeline
That Fits You

Create and customize the ideal sales pipeline with just a few clicks
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

The ultimate sales goal is to convert deals into customers. The more, the better.
With a visual sales pipeline, you have a bird's eye view of the deals sitting in your sales pipelines. You know when to tackle the deals with the highest priority urgently.
Start closing more deals like an expert and boost your conversion rate with Deskera CRM.

Complete Sales Tasks Faster with Reminders

Is your deal sitting idle for too long in your sales pipeline? It's time for you to take action.
During a busy workday, your sales teams might forget the sales tasks that they need to complete. With the visual sales pipeline in Deskera CRM software, it's easier for you to track each deal's status at a glance.
Take immediate action by contacting the deals that are stuck in the pipeline.

Easily Track Deal's Status

Taking full control of each deal's movement helps the sales reps work efficiently without any restrictions.
Quickly provide a follow-up call for all the new deals in the pipeline. The sales reps have the authority to move the deals across different stages in the pipeline until it's closed.
Simply utilize the drag and drop feature available in the pipeline for better work efficiency.

All Your Contact Details In a Single Page

Deskera CRM software enables you to view your contact's personal information, email log, conversation history, assigned activities, and notes all on a single page.
Whenever a deal enters the pipeline, you have all the deal's information at your fingertips. Jump right in to accomplish your sales task faster.

Customize the Pipeline That Suits You

Add and configure your unique sales process in Deskera CRM. You can add as many custom sales pipelines as you want.
Easily switch from one pipeline to another to track the performance of each pipeline effortlessly.
Simply utilize the drag and drop feature available in the pipeline for better work efficiency.

Monitor the Closing Date of Each Deal Regularly

Setting a realistic closing date for each deal provides the sales reps ample of time to strategize and close the deal within the expected closing date.
In Deskera CRM software, you can set the closing date for each deal based on the sales manager's timeline.
By closing a deal within the expected time frame, the sales managers can evaluate and measure each sales rep's performance, respectively.

Improvise Your Sales Pipeline with Deskera CRM

✓ Create multiple sales pipelines
✓ Customize your sales pipelines with ease
✓ Move deals quickly with the drag and drop feature
✓ Set the probability and rotting date for each stage in the pipeline
✓ Track the deal's movement closely

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.