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. Track every opportunity, 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.

buddycrm opportunity screenshot 1
buddycrm opportunity screenshot 2 - record card of first training
buddycrm opportunity screenshot 3

Follow the deal through every stage

  • Opportunity management
  • Customise your milestones
  • Trigger alerts when milestones are met
  • Judge probability on actual steps achieved rather than 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