Customisable Sales Pipeline
Customise Your Workflow With Sales Pipeline
Choose how you manage your sales pipeline—whether through an intuitive Kanban view or a detailed list view. Customize the interface to suit your sales process, prioritize tasks, and manage leads more effectively.
What Leaf CRM can do for you?
Simplify lead tracking with an intuitive drag-and-drop Kanban interface.
Get a clear view of your pipeline with options for Kanban or list views.
Personalise pipeline stages to fit unique sales cycles and campaigns.
Your Go-To Kanban Sales Pipeline
Use personalised sales pipeline stages for various industries and campaigns, accommodating unique sales cycles and optimising business performance.
Tailor Your Pipeline With Kanban or List View
Choose the workflow that suits your team best. The Kanban view offers an easy-to-use drag-and-drop interface, allowing sales teams to visualize and manage leads across different stages or switch to the list view for precise tracking and task prioritization.
Customise Sales Stages for Maximum Efficiency
Personalise your sales pipeline stages for different industries, campaigns, or unique sales cycles. Each campaign can have its own tailored process, helping teams manage leads more effectively and align efforts with specific business goals. A customized pipeline ensures that no lead is left behind, and sales efforts are always aligned with your strategy.
Enhanced Visual Management
The Kanban feature in Leaf CRM provides enhanced visual management of the sales pipeline, making it easy to see the status of leads at a glance. This visual approach helps sales teams quickly identify bottlenecks and prioritize tasks effectively.
With a clear and organized view of the sales process, salespeople can manage their workload better and ensure timely follow-ups. This visual management tool improves overall efficiency and helps teams stay focused on closing deals.