Capsule CRM is incredible 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 referred to as “Partnerships,” designed particularly to streamline our affiliate internet marketing partnerships.
The method was pretty simple: 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 characteristic that notably impressed us was the likelihood to assign a chance proportion for every stage (proven beneath).
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, due to 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.
Finally, Capsule CRM epitomizes efficient pipeline administration, solidifying its place as a top-tier, best-free CRM.