Sales Pipeline & Lead Management

Easily track sales pipeline and opportunities to ensure a steady stream of new business

New drag and drop email editor for simple email creation

Full reporting & automation for powerful marketing campaigns

CRM Sales Pipeline and Lead Management

Every business needs to track and manage opportunities from intitial contact through to completion.  It is this sales pipeline that powers many successful businesses.

InTouch provides a simple drag and drop sales pipeline management tool, a central interface where you and your team can manage sales opportunties through to a successful conclusion.

Drag and Drop Sales Pipeline

The brand new drag and drop pipeline module has been built from the ground up to make it as simple as possible to manage opportunities through your sales funnel, from intial contact through to a win or loss.

Simply add a new lead into the sales tracking tool, add it to a contact or organisation, set lead values and expected close date, the use tasks to ensure successful follow-up occurs. All this is now a seamless process  using our sales tracking software.

Drag and Drop Sales Pipeline

Powerful Sales Pipeline and Lead Management

Create your own funnel steps, track and manage leads from first contact through to successful conclusion.

Create Your Sales Process

Following a sales process is critical to sales success.  Being able to track prospects through that process using a funnel ensures that each prospect gets the attention and follow up that they deserve and need.  So the first step within your InTouch sales management solution is to choose your 5 main pipeline steps.

Editable sales pipeline tool
Use sales pipeline software to create a lead

Create a Lead

Simply click on the add lead button and enter your lead details.  Associate a lead with an organisation or prospect, record details about the lead, including description, value, target close date and probablility.

Add Tasks to Your Leads

Add tasks within your pipeline view to your leads.  Set taks for creating proposals, calling prospects, meetings and more.  This way you will always know what activity is happening and needs to happen for every opportunity.  Now no lead will go neglected.

Pipeline tool allows you to add a task to a lead
Drag and Drop Leads with a Pipeline management tool

Drag and Drop Leads

It’s easy to move opportunities through your sales reporting tool. Just drag and drop leads from one stage to another.  Then watch as the stage totals update to show the value of leads in that stage, both by total and probability.

Lead and Sales Automation

Not only can you manually add leads to your pipeline, you can also use automation to add leads directly to your sales funnel tool.

For example:

A customer completes a contact form on your website
The customer details are entered into your contacts database
The customer is put into an automated sequence
The automated sequence includes targeted follow up emails
The automated sequence creates a lead in the system using the data entered in the form
The automated sequence enters tasks, for members of your team to ensure leads are followed up

Thesse simple automations are quick and easy to set up and can save your team loads of time and ensure a consistent sales process for all prospects.

Leads Table View

If you prefer, you can still view leads through the old table view. The sales pipeline table view module comes with powerful search and segmentation:

Search by any phrase
Filter by status
Filter by person
Add products
View the sales overview page with powerful in column filtering

Use InTouch to get your team building a strong pipeline of new business opportunities.

Build a successful sales process, then use InTouch sales opportunity management feature to ensure that process gets implemented and all follow up happens when it should.

Get all these features plus much more, come and see for yourself.