Register the lead
Add name, company, contact details, source, temperature, estimated value and next action.
A direct workflow
From a new lead to a closed opportunity
Client.coffee organises sales information around a workflow that is easy to understand and does not require a long implementation.
Qualify and convert
When there is a real opportunity, create or reuse the customer and contact and open the negotiation.
Advance through the pipeline
Move the opportunity through stages and update amount, probability, date or owner.
Complete the follow-up
Schedule calls, meetings and tasks and review the result in reports for the period.
Sales workflow
- Review pending leads and activities.
- Update the next action.
- Move each opportunity as it advances.
- Close as won or lost with its history.
Management workflow
- Configure pipelines and stages.
- Define global, team or own visibility.
- Review open value, won value and funnel.
- Export the same filtered dataset.
Configure your first pipeline today
Onboarding creates a starting structure that you can then adapt to your sales process.