# CRM Pipeline Management

> Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.

**URL:** https://cubecrm.co.uk/features/pipeline-management

A pipeline is only useful if it is true, and it is only true if updating it is easier than not. CubeCRM shows every opportunity as a card on a board, in stages you define, with its value, likelihood, owner and next step. Moving a deal on is a drag. Every deal must have a next action, deals that sit still too long are flagged, and closed deals record why they were won or lost. Because quotes, emails and calls live on the same record, the pipeline stays current as a side effect of doing the work.

## Details

- **Feature:** CRM Pipeline Management
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Deal board, Kanban pipeline, Opportunity tracking, Sales stages, Deal flow

## What it does

- **Boards and stages:** Your stages, several pipelines if you sell different kinds of work, and drag-and-drop between them.
- **Next step on every deal:** A deal cannot move without a next action, and the ones with none are listed.
- **Stalled deal alerts:** Deals idle too long or past their close date flagged on the board and in the morning list.
- **Value and weighting:** Deal value and probability, with weighted totals per stage, person and team.
- **Win and loss reasons:** Recorded on every closed deal and reported, so patterns show up in a quarter.
- **On the phone too:** The board and deal details work on a phone, so deals move on straight after the meeting.

## How it works

1. **Name your stages:** Four to seven stages that match how deals really progress, with a default probability for each.
2. **Bring in open deals:** Opportunities from your spreadsheet or old CRM imported with owners, values and dates.
3. **Run the meeting from the board:** Review stalled deals and next steps together, instead of rebuilding the numbers.

## Figures

- **Drag** To move a deal on, not a form
- **Every** Deal with an owner and a next step
- **Flagged** Stalled and overdue deals

## Frequently asked questions

**Can we have more than one pipeline?**

Yes - for different products, services or teams, each with its own stages.

**Can we change stages later?**

Yes. Stages can be renamed, added or reordered, and existing deals are mapped across.

**Can salespeople see each other’s deals?**

Only if you want them to. Permissions can limit people to their own deals or open the whole board.

**Does the forecast come from the pipeline?**

Yes. Weighted values by stage and expected close date feed the forecast directly.

## Problems it helps solve

- **Sales Pipeline Software** - Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck. https://cubecrm.co.uk/software/sales-pipeline-software
- **Sales Forecasting Software** - A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before. https://cubecrm.co.uk/software/sales-forecasting-software
- **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software

## Related features

- **CRM Quote Builder** - Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance. https://cubecrm.co.uk/features/quote-builder
- **CRM Reporting & Dashboards** - Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email. https://cubecrm.co.uk/features/crm-reporting
- **CRM Tasks & Follow-ups** - Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens. https://cubecrm.co.uk/features/tasks-and-follow-ups

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)