Pipeline Management

Maximise Your Sales Efficiency with webCRM’s Pipeline Management

Improving sales processes and nurturing meaningful customer relationships are essential for success. However, many organisations face challenges such as scattered data, inefficient workflows, and missed opportunities, hindering their ability to maximise sales potential and deliver exceptional customer experiences.

webCRM's Pipeline Management Module is designed to address these challenges head-on by streamlining processes, providing valuable insights, and facilitating personalised interactions to boost efficiency and drive revenue growth. 

Harness the power of your data to unlock your full sales potential

Unleash your sales potential — track each customer to the next sale and establish stronger connections with an efficient and personalised experience. 

Grow smarter with forecasting, KPIs, and budget tracking

Gain valuable insights and optimise resources with centralised data for revenue estimation and budget alignment.

  • Integrated metrics: Track average sales time and budgets.
  • Personalised dashboards: Design your own dashboards and navigate through individual, team, and organisational KPIs seamlessly.
  • Visualised workspace: Simplify workflow management with kanban boards and gain a complete overview of your sales process at all stages. 

Enhance visibility and informed decision-making

Stay ahead with a holistic view of all sales activities, allowing for informed decision-making and better planning of time and resources.

  • Complete overview: Get an easy overview of all customer-related information for a well-informed and holistic sales approach.
  • Resource planning and workload projections: Manage leads and prioritise the most promising opportunities for maximum productivity and the best results. 

Streamline processes while maintaining a personalised sales experience  

Optimise your sales pipeline to ensure stronger customer relations while saving time on administrative tasks.

  • Streamline processes: Promote team efficiency and consistency while ensuring scalability and data quality.
  • Automated sales flows: Set up automated sales flows and tasks by using webCRM’s automation module.  
  • Efficient follow-ups: Provide timely customer attention and meet your deadlines every single time.  

Tailored to meet all needs — simple or complex

Handle growth and development by identifying sales opportunities in real-time and scale up your business in a sustainable manner.

  • Customisable solutions: Tailor webCRM's Pipeline Management Module to suit your unique needs by creating your own custom fields, and manage deal stages.  
  • Multiple pipeline: Manage various processes, product groups, or teams with dedicated pipelines.
  • Global reach: Seamlessly operate in multiple markets with different languages and currencies. 

See more features

Task Management

Never miss a winning opportunity — always follow up with customers at the right time. Boost collaboration with notifications, activity linking, and a full overview of every relevant task.


Automation Module

Don’t let manual tasks and errors hold you back. Streamline your processes with efficiency and precision — while putting hours back into your week with easy automations.


Dashboards & Reporting

Easily transform data into actionable insights. Build drag-and-drop dashboards and create quick reports for confident, aligned decision-making.




Get your demo, no strings attached.