Sales Pipeline
Manage opportunities on a drag-and-drop Kanban pipeline and forecast with weighted pipeline (value x win probability). Most CRM AI only reads; Rapitek writes: tell Rapi in your own words what happened and it creates and updates the records.
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Sales Pipeline
Effective pipeline management provides these benefits:
Visibility
See instantly which stage all opportunities are in. Identify bottlenecks.
Forecasting
Forecast revenue based on pipeline value and probabilities. Measure progress toward targets.
Prioritization
Prioritize large and near-closing opportunities. Spend time on the right deals.
Performance
Measure individual and team performance. Identify successful behaviors.
Typical Pipeline Stages
Every business can customize based on their own process
Lead
First contact. Unqualified potential customer.
Qualification
Budget, authority, need, and timeline verification.
Needs Analysis
Detailed needs meeting. Solution design.
Proposal
Price proposal sent. Evaluation process.
Negotiation
Terms and price negotiation. Final details.
Won
Contract signed. New customer!
Pipeline Management with Rapitek CRM
Drag & Drop Pipeline
Move opportunities between stages with drag and drop. Update the view instantly.
Weighted Pipeline Forecast
Forecast weighted pipeline revenue by multiplying each stage's win probability by deal value. Schedule CSV/Excel forecast reports with Reports & Dashboards V2.
Automated Actions
Automatic email, task assignment, and notifications on stage transitions.
Aging Alerts
Automatic alerts for opportunities stuck too long in a stage. Never lose a deal.
Pipeline Reports
Pipeline value, conversion rates, and average sales cycle reports.
Custom Pipelines
Create multiple pipelines for different products or teams.
Ready to Improve Your Pipeline Management?
Improve conversion rates with a drag-and-drop Kanban pipeline, weighted pipeline forecasting, and Reports & Dashboards V2. Try Rapitek CRM with a free demo.