Alladdin
Work in progress
Site en construction
الموقع قيد الإنشاء
Work in progress
Site en construction
الموقع قيد الإنشاء
A pipeline is a board with one column for each step of your sales. Every deal is a card you move along as the talks progress. You see what is close to signing and what has stalled.
A distributor and a design studio do not sell the same way. Create the stages you need, rename them, reorder them, and add a separate pipeline when a product or a team works differently.
As many stages as you need
From first contact to won or lost, with any steps in between.
Separate pipelines
New clients, renewals, public tenders or export: each on its own board.
Your own fields
Add the information you track: region, product line, tender reference.
Who is the client, how much is it worth, who is handling it and when should it close. Open the card for notes, activities and the documents linked to the deal.
Drag to update
Move a card to the next column and the deal's stage changes for everyone.
Filter the board
By owner, stage, value, close date or any field you added.
Totals per stage
See the value of the deals waiting at each step, in MAD.
Move the card to won. The deal keeps its client, value and history.
The client's details and ICE are filled in. Add or adjust the lines and TVA is calculated per line.
Convert the accepted quote into an invoice with the next number in its series, then follow the payment.
Yes. Add, rename, reorder or remove stages at any time. Deals stay on the board.
As many as your sales processes need, each with its own stages.
Yes. Mark the deal as lost and add a note or a custom field for the reason, so you can review lost deals later.
Filter the board by owner to see one person's deals. Access to the CRM as a whole is set in each user's role.
You create a quote or an invoice from the won deal in one step. Client details carry over, so nothing is typed twice.
Name your stages, add the deals you are working on and see your sales on one board.