lucía@example.test
Impulsa Program1.490 €◉ Laura
Operations / sales pipeline
Your sales process, visual and under control.
Drag each opportunity through the stages of your process and open its file to see everything that has happened with that person.
Visual representation of commercial Pipeline.
Stages and next steps
Every opportunity has a stage
The columns allow you to recognize what needs to move forward and what is pending.
● To be contacted 2⋮
álex@example.test
Impulsa Program1.490 €◉ Laura
● Contacted 1⋮
marta@example.test
Impulsa Program1.490 €◉ Laura
● Monitoring 1⋮
david@example.test
Impulsa Program1.490 €◉ Laura
● Scheduled call 1⋮
sara@example.test
Impulsa Program1.490 €◉ Laura
● Earned 1⋮
clara@example.test
Impulsa Program1.490 €◉ Laura
● To be contacted 2⋮
lucía@example.test
Impulsa Program1.490 €◉ Laura
álex@example.test
Impulsa Program1.490 €◉ Laura
● Contacted 1⋮
marta@example.test
Impulsa Program1.490 €◉ Laura
● Monitoring 1⋮
david@example.test
Impulsa Program1.490 €◉ Laura
● Scheduled call 1⋮
sara@example.test
Impulsa Program1.490 €◉ Laura
● Earned 1⋮
clara@example.test
Impulsa Program1.490 €◉ Laura
Swipe to explore the stages →
This is how the route is connected.
- 01Entry
- 02Conversation
- 03Closing
Each column represents a stage
The card preserves the identity of the lead, its origin and the commercial information available. The dashboard allows you to locate opportunities that need attention without opening each tile.
Continue with discretion
The status shows where the conversation is, it does not guarantee that it will move forward on its own. Your team decides the next step and updates the opportunity as the sale progresses.
Stages and next steps · how it works
Give every opportunity a next step.
When opportunities live in a flat list, it is difficult to know who to contact and what is missing to close. The pipeline converts the commercial process into visible stages, with the contact file just one click away.
Defines the stages
Organize your process with your own stages and win or lose states. Starter includes 1 pipeline; Essential allows up to 3 and Pro up to 10.
Work every opportunity
Search by name, email, telephone, origin or person responsible. Open the profile from the card and check the context before moving it.
Record what happens
Updates the stage when the business situation changes. Record the charge for its corresponding flow: moving a card is not equivalent to receiving money.
Stages and next steps · scope
Sales Pipeline
in detail.
Boards tailored to your needs
- Columns that you can create, rename and reorder.
- One stage marked as “won” and another as “lost,” so your metrics know what a close is.
- Organize boards by campaign or product: Starter includes 1 pipeline, Essential up to 3, and Pro up to 10.
Work how you prefer
- Dashboard view with draggable cards or table view.
- Search by name, email, telephone, origin or person responsible.
Side tab
- When you open a lead: your calls, sales, payment plans, subscriptions and receipts, without leaving the dashboard.
- Register a payment and transfer the lead to a customer from the same file.
Without losing information
- If you delete a board or column, its leads are moved somewhere else. Nobody ever gets lost.
Stages and next steps on screen
Find the opportunities that need to be advanced.
Review what stage each opportunity is at and what conversation is left to continue. The dashboard allows you to place new contacts, calls and proposals within the same commercial process.
Available in
Starter (1 pipeline), Essential (up to 3 pipelines) and Pro (up to 10 pipelines).
View plans Starter (1 pipeline), Essential (up to 3 pipelines) and Pro (up to 10 pipelines).
Keep exploring.
Operations from €149/month
Everything you need.
To continue growing.
Connect your tools, coordinate your team and advance your business from one place.