Sales Pipeline

The sales pipeline is your deals on a board, moving left to right from first contact to won. It keeps everyone honest about what's in play and what to do next.

Leads

A lead is a potential customer you've made contact with. VoicerCRM captures leads (from forms, calls, imports), scores them so you focus on the best ones, and routes each to the right salesperson automatically.

Working the pipeline

As a deal progresses, drag it through the stages of your pipeline. Each deal carries its value, contacts, notes and next steps. Managers get a forecast of what's likely to close and when.

Never drop the ball

Sales sequences and automation prompt the next follow-up, so a promising deal doesn't go cold because someone forgot to call back. When you do call, it's one click (see Handling Calls) and it's logged for you.