CRM - a module of BuyersagentsOS
Every client on the stage they are actually at.
Drag a client from one stage to the next, on stages you name and order yourself.
Pipeline · 7 lanes
New Lead
Jo Fraser
Working
Tom Whelan
Qualified
Alina Novak
Priya Raman
What it does
Your stages, in your order.
- Name your own stages and put them in the order you work in.
- Drag a client from one stage to the next. The move is the update - there is nothing else to fill in.
- Set a rule on a lane, such as quiet for 14 days, and see who matches it right now.
- A signed client with no call, email or diary entry for 14 days comes back to your attention.
- The top five things to do next are read off the board, so your queue and your pipeline cannot disagree.
- The funnel, where your leads come from and what each source returns, on one screen.
The module it belongs to
Pipeline board is part of CRM
Every client, and where each is up to.
See where every client is up to.
The pipeline board comes with BuyersagentsOS. Your stages, your order, and the next five things to do read off your own board.
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