Organize pipeline and track opportunities

The pipeline in your CRM should be in line with your sales process and you can easily add, remove and rename pipeline stages in Platformax. You can also have multiple pipelines if you need to support multiple products separately.

Just click Create and start adding new opportunities to your pipeline. Include all the details necessary to your sales reps, including expected value, lead source, and expected close date, for example.

Opportunity details view houses everything you need to close the deal in one place, including all associated emails, calls meetings, docs and tasks, as well as the tools you need to reach out to your lead and make the sale happen.

List view is the default view in Platformax and it is perfect for selling at high volume, because it always shows all of your opportunities within a chosen stage. You can apply a filter to show opportunities from certain sources, time period or a specific sales rep, and then customize the amount of details and number of columns shown to suit your taste.

Stage view lets you see your opportunities in a more graphical way, showing all your pipelines’ stages at once. This is perfect if you’re selling at low volumes, as it could give you a complete overview of all opportunities and all stages of your pipeline at once.