# 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. **URL:** https://cubecrm.co.uk/software/sales-pipeline-software Most pipelines are either a spreadsheet that is updated before the sales meeting or a whiteboard that is not updated at all. Either way, nobody can say with confidence what the business is likely to win this quarter, and deals quietly stall without anybody noticing. CubeCRM shows every opportunity on a board by stage - stages you define, matching how you actually sell - with its value, likelihood, expected close date, owner and next step. Moving a deal on is a drag, not a form. Deals that have not moved in a while are flagged, and because the quote, the emails and the calls all sit on the same record, the pipeline is a working tool rather than a report somebody maintains. ## Details - **Solution:** Sales Pipeline Software - **Group:** Winning work - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** Pipeline management software, Deal tracking software, Sales pipeline CRM, Opportunity management, Sales board software ## What is included - **Your stages, on a board:** Define the stages your deals really go through - enquiry, survey, quote, negotiation, won - and move deals between them with a drag. Different pipelines for different kinds of work. - **A next step on every deal:** An opportunity without a next action is a deal nobody is working. CubeCRM asks for one every time a deal moves, and shows the ones that have none. - **Stalled deals flagged:** Deals that have sat in one stage longer than normal, or passed their expected close date, are highlighted on the board and in the owner’s morning list. - **Value and likelihood:** Each deal carries a value and a probability, with the weighted total shown per stage and per person. The numbers come from the deals, not from a separate spreadsheet. - **Quotes on the deal:** Build and send the quote from the opportunity itself. Revisions update the deal value, and online acceptance moves it to won. - **Win and loss reasons:** Closed deals record why they were won or lost, so patterns - price, timing, a particular competitor - become visible over a quarter rather than anecdotal. ## Real-world use cases ### A whiteboard in the sales office **Scenario:** A signage company tracked its live projects on a whiteboard. It was accurate on Mondays, nobody away from the office could see it, and there was no record of deals that had been lost. **Outcome:** The pipeline is now a board in CubeCRM that the whole team, including the owner working remotely, sees live. Lost deals carry a reason, and price turned out to be the reason far less often than assumed. ### Deals that stalled in silence **Scenario:** An IT hardware reseller had dozens of opportunities marked "proposal sent" for months. Most had quietly died, but they kept inflating the forecast. **Outcome:** Deals idle for more than three weeks are flagged to their owner and reviewed weekly. The pipeline shrank on paper, the forecast became believable, and the team spent its time on deals that were actually live. ### Two kinds of work in one list **Scenario:** A building services contractor sold both quick reactive jobs and six-month projects, tracked in the same spreadsheet. The projects distorted every average. **Outcome:** Two pipelines with their own stages now run side by side. Reactive work is judged on speed, projects on value and win rate, and neither muddies the other. ## Figures - **Your** Stages, matching how you actually sell - **Every** Deal with an owner and a next step - **Flagged** Stalled and overdue opportunities ## Frequently asked questions **Can we have more than one pipeline?** Yes. Different products, services or teams can each have their own pipeline with their own stages, and reporting can combine them or keep them separate. **Can we change the stages later?** Yes. Stages can be renamed, added or reordered as your process changes, and existing deals are mapped across rather than lost. **How are probabilities set?** Each stage has a default probability, which the owner can override on an individual deal. Over time the reporting shows how often deals at each stage are actually won, which is the best guide to setting them. **Can managers see everybody’s pipeline?** Yes, subject to permissions. Managers can filter the board by person or team, and individuals can be restricted to their own deals if that suits the business. **Does it work on a phone?** Yes. The board, deal details and next steps all work on a phone, so a deal can be moved on in the car park straight after the meeting. ## Related solutions - **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 - **Quoting & Proposal Software** - Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal. https://cubecrm.co.uk/software/quoting-software - **Sales Management Software** - Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets. https://cubecrm.co.uk/software/sales-management-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 ## 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)