Tailored Sales Journey with Saleoid Custom Pipelines

Customize Your Sales Process with Saleoid's Custom Pipeline Feature - Close More Deals in Less Time.

Tailored Sales Journey with Saleoid Custom Pipelines

A custom pipeline is an essential feature of Saleoid that allows users to visualize and streamline their sales process, from lead generation to deal closure. With a custom pipeline, users can create a tailor-made sales funnel that matches their unique sales process and business needs. The pipeline is fully customizable, meaning users can create different stages. Users can easily move leads and deals through the pipeline by dragging and dropping them from one stage to another.

The pipeline view provides a clear overview of the sales process, allowing users to track the progress of their deals and identify bottlenecks. Additionally, with Saleoid, users can create multiple pipelines, each with its unique set of stages, allowing them to manage different sales processes for different products or services. The custom pipeline feature is a powerful tool that enables users to manage their sales process efficiently, identify areas for improvement, and ultimately close more deals.

For example, A real estate company may create a custom pipeline with stages such as 'Initial Contact,' 'Property Viewing,' 'Negotiation,' 'Inspection,' and 'Closing.' This way, you can easily track the progress of each lead and quickly identify areas where you need to improve your sales process. With Saleoid, the real estate company can easily track the progress of each lead in the pipeline, assign tasks to team members, and view analytics to identify areas for improvement in the sales process.

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Custom stages

With custom pipelines, users can create stages specific to their business needs, rather than being limited to pre-defined stages. For example, in a real estate business, stages can be created for initial contact, property viewing, offer, negotiation, and closing.

Custom stages

Drag and Drop

Once a custom pipeline is created, users can easily move deals between different stages. This allows them to track the progress of each deal and identify any potential bottlenecks in the sales process. Saleoid makes it easy to move leads and deals between stages with its drag-and-drop feature. This allows you to quickly update your pipeline as your deal progress.

Drag and Drop

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Move beyond one-size-fits-all solutions and embrace a system designed specifically for your needs with Saleoid. Equip your team with customized tools that maximize business efficiency and drive success.

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Deal Cards

Saleoid provides deal cards that give you all the information you need to make informed decisions about your deals. You can see the deal size, time in the stage, assigned user, and any associated contacts or companies. This information is all in one place, making it easy to manage your pipeline.

Deal Cards

Deal Filters

With Saleoid, you can filter your deals by a range of different criteria, such as deal size, deal owner, deal win probability, pipeline stage, etc. This allows you to quickly focus on the deals that are most important to you at any given time.

Deal Filters

Multiple Pipelines

Saleoid allows users to create multiple pipelines, which is useful if you have different sales processes for different types of products or services. For example, you could have a separate pipeline for your real estate sales team and your property management team.

Multiple Pipelines
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