Pipeline Management

Manage your Pipeline Efficiently

Create multiple and fully-customizable pipelines, monitor your team’s progress, and take deals to the finish line with Kylas.

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Holistic 360-degree View On Prospects

Organize Leads & Prioritize Opportunities Better with Kylas
  • View all your active lead/deals in their respective pipeline stages
  • Create custom fields unique to your small business
  • Take action quickly on promising deals based on their stages
  • Track progress across each of your pipeline stages
  • Access the right CRM data with filters and Smart Lists
  • Customized pipeline stages based based on your business requirements
  • Multiple pipelines for products and services on deals.

Multiple Pipelines,
Unlimited Stages

Create different pipelines for different teams, products and business units. Nurture clients for multiple products and track the progress at one single place.

Timely Guidance For
Your Team’s Success

Help your sales team understand the important actions, key data-points and sales cues to look at. Also, understand why a deal was lost and the un-qualification reasons.

Better Visibility Into The Pipeline

Organize sales opportunities visually and intuitively. Get all key information on your leads and deals at a glance with Kylas pipeline view.

Activity Management

Gain a 360 degree view of all your important activities like tasks, calls, and events.

Improve Sales Efficiency

Identify the stages where your lead sits idle or churns. Recognize all the possible reasons for it and solve them accordingly.

Predict Business Revenue

Basis the total value of your deals and conversion rates, forecast the revenue for the week or month in ballpark figures.

Benefits of Pipeline Management

Productivity Dashboard - Kylas Sales CRM

Better
understanding of the
sales process

Workflow Automation - Kylas Sales CRM

More efficient and
effective implementation
of sales strategy

Task Management - Kylas Sales CRM

Insights on leads
and deals.

Collaborate with the Power of Notes and Comments in Kylas Sales CRM

Close deals in lesser
time with lesser effort
for lesser money

FAQs

What is sales pipeline?

Sales pipeline can be defined as a visual representation of your lead/deals journey. Think of it as a series of steps that you need to take to push sales forward and close like a pro. It helps you track where each customer is - not just in the pipeline, but also in their decision making process, helping you gain insights on what is needed to get them to close.

How pipeline management in Kylas can help me grow?
  • Automatically capture leads and convert leads into deal and contacts.
  • Fully customizable pipeline to cater to your unique needs.
  • Track progress of leads and deals with the help of pipeline stages.
How much does Kylas Pipeline Management Tool cost?

Pipeline Management in Kylas is built into its monthly cost INR 7499/- if billed annually.

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