Customisable Sales Pipeline

Customise Your Workflow With Sales Pipeline

Choose how you manage your 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.
Customisable Sales Pipeline In Leaf CRM

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 sales stages to fit unique cycles and campaigns.

Your Go-To Kanban Sales Pipeline

Use personalised pipeline stages for various industries and campaigns to optimise business performance, while converting leads into customers.
Viewing Option In Sales Pipeline—Kanban Or List View

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 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 salespersons efforts are always aligned with your strategy.
Ready Made Pipeline Template In Leaf CRM
Drag & Drop Feature In Kanban View

Drag & Drop Pipeline To View Sales Process

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.

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