Some folks want to track each and every movement of their leads. Others just want a simple, minimal Stages for their Pipeline. You can easily Customise Clientjoy's sales Pipeline to fit your needs. Also, you can use these stages to filter leads and get reports, enrol in sequences and all other sorts of bulk actions.
If you've also captured Deal Size, Clientjoy will show you how much capital is stuck across each stages of your Sales Pipeline so you can make an informed decision regarding your outreach initiatives that motivates a specific set of leads to move forward.
Want to capture specific data about your leads that Clientjoy does not offer by default? You can create custom fields that can be then later used to search, sort, filter - made parts of your reports and more importantly, take bulk actions or use as merge fields. Sky is the limit!
Ever wanted someone to take repetitive work off of your plate? Yes, that is Clientjoy.
You earn money. Clientjoy will earn you time.
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Yes, just click on the three dots beside the stage name and you will be able to rename it and colour code it as per your wish.
You can add a follow up activity, send emails. add tags and update details of a specific lead from the sales pipeline.
With Clientjoy, you can filter and show data as per your need and requirement. You can filter out based on lead owner, tags, custom fields and much more.
Yes, you can drag and drop them across different stages.
Sales pipeline helps you keep overall track of the deals across different stages. This helps you focus on converting deals faster and making sure that your time is well spent on the leads that will convert.
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