Capsule CRM is unbelievable for managing offers, leads, and alternatives.
Their intuitive gross sales pipeline administration system makes creating and customizing a number of pipelines a breeze.
Let’s stroll you thru our expertise of crafting a brand new pipeline known as “Partnerships,” designed particularly to streamline our affiliate internet marketing partnerships.
The method was pretty easy: we navigated to the account administration and gross sales pipelines sections and clicked “add a brand new pipeline.”
From this level, we may customise every stage within the pipeline.
One function that significantly impressed us was the chance to assign a likelihood proportion for every stage (proven under).
Right here’s a snapshot of what our pipeline regarded like after customizing and including our partnerships.
As soon as the offers had been added, managing them was a cinch, because of the next customizable views:
All through our testing, we usually used the checklist view for the handy progress bar indicating how far we had progressed in every stage.
In the end, Capsule CRM epitomizes efficient pipeline administration, solidifying its place as a top-tier, best-free CRM.
