Pipeline Management

Manage your opportunities to improve sales forecasting accuracy

Easy Pipeline Management & Sales Forecasting

A comprehensive sales plan starts with understanding your pipeline. Use Clarity CRM to improve sales forecasting and manage the entire sales process, from first contact through the entire customer journey. Track your opportunities to improve sales forecasting accuracy and ensure no deals fall through the cracks.

• Manage the entire pipeline from a single intuitive view – forecast future sales with accuracy and confidence
• Create your own sales process to ensure consistent sales execution from your whole team
• Track opportunities by lead source to understand where your best leads are coming from
• Fully customize the opportunities module to accommodate your unique selling process
• Add product line items directly from a price book or enter custom line items directly into the opportunity
• Convert opportunities to quotations or sales orders
• Export your opportunity records to Microsoft Excel
• Run out-of-the-box pipeline forecast reports or create your own custom-tailored reports