Deals

Sales Deals Pipeline

Track your sales from initial contact to completion.

Take the guesswork out of the budgeting process by using BuddyCRM’s sales pipeline tools to make every deal a success. Create multiple deals with custom milestones, trigger automatic follow-ups, get real-time deal metrics and predict future revenue. No matter how big your sales team is, you’ll benefit from a clear understanding of where your team is with their customers in the buying cycle.

Follow the deal through every stage

  • Customise your milestones
  • Trigger alerts when milestones are met
  • Judge probability on actual steps achieved rather each salesperson’s subjective view
  • Follow every deal on your account record
  • Manage multiple deals in your pipeline
  • See a summary of all your deals on the dashboard

Buddy CRM is the online sales customer relationship software for sales teams of 5 or more. Cloud hosted, you can access your customer records and sales data wherever you are through a browser, tablet or phone. Lots of lovely charts, tables, pipelines and kpis for management. History, scheduling, and opportunities for the sales team. With a Buddy to help you with your selling, you'll never be alone on the road again.

Got any questions? Please give us a call - 0121 288 0808

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