01. Sales Pipeline
A custom pipeline from Parking to Proposal/Negotiation with deal values, labels and follow-up alerts.
Pipelines, leads, activities, contacts and dashboards set up in Pipedrive. Client names and contact details are blurred for privacy.
A custom pipeline from Parking to Proposal/Negotiation with deal values, labels and follow-up alerts.
Dashboard for weighted pipeline, open deal value, won revenue and lost reasons.
Leads organized with labels (Hot, Met Before, Meta Ads, LinkedIn), source tracking and owners.
Calls, meetings, emails and follow-ups tracked against each deal.
A clean contact database of 1,376 people linked to their organizations.
Leads, deals, contacts and activities can sync automatically with the tools a business already uses, through Zapier, Make.com, n8n or the Pipedrive API.
GoHighLevel, Facebook Lead Ads, WhatsApp Business, Calendly, Asana, DocuSign, Google Sheets, Gmail, Slack, Telegram, Quo / JustCall SMS, OpenAI, Postgres, Webhooks & API