Define pipeline stages that reflect your actual sales process. From Discovery to Demo to Proposal to Negotiation to Closed-Won, each stage should represent real progress toward the close.
Don’t treat every inbound contact as a deal. Separate leads from pipeline so you can focus your efforts.
Define pipeline stages that match your sales process. Set up deal properties and custom fields that give visibility. Build automation that removes manual work. Connect to marketing and support tools.
See playbook
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.
