Manage your customers and sales cycle with

Client Pipeline

Pipeline management involves overseeing and guiding sales opportunities through various stages in a sales pipeline.

The Client Pipeline’s Kanban view offers a clear snapshot to help you monitor customer interactions, predict revenue, and ensure smooth transitions between sales stages — all without switching between sections or tools.

Using our free client pipeline management tool offers several benefits:

• Enhanced organization: Automatically sort and track customers based on their status. This helps you prioritize your daily tasks and streamlines your workflow. Know which customers and what to follow up on in one look.
• Time savings: Reduce your need for manual tracking and updates. The tool eliminates the need to manage multiple spreadsheets or notes just to keep track of workflow.
• Improved efficiency: Easily manage client information using our customer view. Add and edit details from the pipeline view directly.
• Timely interaction: Following up with your customers promptly is important, keeping discussions recent ensures that you remain “top of the mind” by your clients. By having a clear view of your sales pipeline, you can also identify upsell opportunities, nurture relationships, and close deals more efficiently.

Customers are automatically sorted into various statuses based on the most recent document linked to them. For example, when an invoice is paid, the customer moves to the “Invoice paid” column. This real-time sorting keeps your pipeline up-to-date, and gives you a clear view of each customer’s status.

This automated system eliminates the need for manual updates or managing a task sheet. You can instead focus on engaging with customers and closing sales, rather than managing administrative tasks. 

Yes, users can manually change customer statuses by dragging and dropping them within the Kanban view. This flexibility allows you to easily update changes in statuses that may arise. It may be a need to prioritize a client, adjust their status based on a phone call, or to just move them through the sales process.

Yes, you can easily view and create new documents for each customer directly from the pipeline view. Simply click on the customer, and in the expanded view, select “Create Document” to get started. This streamlined process ensures that all your customer information and documents are accessible and up-to-date in one place.

Not at this point. However, if you would like to see Client Pipeline on our mobile app, please visit our Nolt page to make a request!