Sales Pipeline CRM gives your sales floor a visual deal board built for how brokerages really sell: new lead, contacted, demo, documents, first deposit, funded. Drag, drop, done — every deal's stage, value, and next action visible at a glance.
Calls, emails, and WhatsApp conversations log against the deal automatically. Managers forecast revenue from live pipeline data instead of end-of-month spreadsheets, and automation nudges deals forward when they stall.
What's included
- Visual drag-and-drop deal pipeline with FX sales stages
- Automatic logging of calls, emails & WhatsApp
- Stall detection with automatic re-engagement nudges
- Revenue forecasting from live pipeline data
- Per-closer leaderboards and conversion analytics
- Task queues so every rep knows their next move
Sales Pipeline CRM FAQ
Common questions.
They work as a pair: Lead Management captures and routes prospects; Sales Pipeline takes over once a rep is working the deal through to first deposit and beyond.
Let's build
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One conversation. A scoped plan, honest timelines, and clear pricing — no obligation.