Pipeline Management
Turn Every Opportunity Into a Closed Deal
WHSuites is a powerful CRM platform that is built with advanced Pipeline Management capabilities, designed for sales teams of every size. It gives your business complete visibility into the sales pipeline to help you track leads, move deals through every stage and close more business, all from a single & easy to use dashboard. With WHSuites' Pipeline Management Software, your sales team always knows what to do next and no opportunity ever slips through the cracks.
- Visual Deal Tracking
- Customizable Pipeline Stages
- Real-Time Sales Forecasting
Sales Teams Using WHSuites
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K+
Avg. Increase in Deal Closure Rate
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Average Rating
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From First Contact to Closed Deal — In 5 Steps
At WHSuites, we're committed to making Pipeline Management as simple as possible by simplifying your whole sales process into five clear, straightforward steps. Each deal is organized in a set way, so you and your team can know exactly what to do next to get each opportunity closer to a win through the pipeline.
Add Leads & Deals to Your Pipeline
With WHSuites, it only takes seconds for you to add a new lead/opportunity to your Pipeline. Enter your deal value, contact information, source of lead, and notes about the deal, then link the deal directly back to the lead record in your CRM.
Set Up Custom Pipeline Stages
WHSuites allows you to populate your Pipeline with custom stages as per your business sales process. Stages could include New Lead, Contacted, Qualified, Proposal Sent, Negotiation, or Won/Loss.
Move Deals Forward with Drag-and-Drop
As your team has conversations with customers, move each deal from one pipeline stage to the next simply by dragging and dropping it. A visual representation of Pipeline Management allows your team to focus on which deals have the most potential for closing and move those opportunities.
Track Pipeline Activity in Real Time
View the status, value, and current stage of all of your deals live. The pipeline tracking dashboard within WHSuite will give you an overview of exactly where each of your deals currently stands so that managers can identify bottlenecks before they create delays in the team's workflow.
Forecast Revenue & Close the Deal
Use the built-in sales forecasting tools to calculate the revenue that you can expect by looking at where the deal is in the pipeline and its success probability. After you successfully close a deal, record the resulting data and all notes about the outcome of the deal to keep your pipeline data clean and ready.
Ready to Take Control of Your Sales Pipeline?
Join 12,000+ teams already using WHSuites CRM.
Everything You Need to Manage Your Sales Pipeline
WHSuites is more than a CRM, it has become a complete Pipeline Management Software by allowing all of your deals to be connected to their respective leads, contacts and activities, creating one overall location for your sales team to plan for, track and ultimately win new business.
Each stage of your sales pipeline can be viewed as a simple drag-and-drop board that displays the total value of each deal in one of four ways: by stage, by deal owner, by expected closing date or by total deal value. You can create custom pipelines for multiple products, teams, or regions and customize your stages to match your unique sales process. The Pipeline Management tools provided by WHSuites allow you to create a pipeline that accurately reflects how your business sells, instead of being confined to a single rigid structure.
Moving deals through your sales pipeline is as easy as a single click. Logging activities associated with moving deals (phone calls, emails, meetings) and setting reminders to follow up will help to ensure that opportunities don’t cool off. WHSuites’ tracking modules will allow all team members to be on the same page regarding ownership of each deal, what the next step is to move the deal through the pipeline and what the time frame is for completion of the deal, regardless of the location or department in which the team member works.
A summary of the health of your sales pipeline will be available through WHSuites’ built-in pipeline report features, including distribution of deals by stage, win rate, average deal value and average length of sales cycles. Accurate data that can be utilized by sales managers to forecast revenue and coach salespeople to achieve better results will be provided through WHSuites’ Pipeline Management System.
Drag-and-Drop Pipeline Management — See Every Deal at a Glance
The primary reason that oodles of deals slip through the cracks, and do not close, is due to a lack of visibility in available deals, and WHSuites' Pipeline Management Dashboard allows your sales teams an easy-to-use, visual board that presents the current stage of all open deals in one place so that everyone can immediately see where opportunities stand and how to proceed with them.
- Move deals through the pipeline (drag and drop) by flexible, custom pipeline stages
- Use color-coding on deal cards based on deal value/priority and deal stage
- Create multiple pipe views for various product lines, teams or geographical areas
- Filter and sort your deals by assigned user, value, source, expected close date and many other criteria
- Automatically update in real time, allowing all team members to see the same pipeline data at the same time
Sales Forecasting & Reporting — Know What's Coming Next
Today’s modern sales environment does not tolerate guesswork. WHSuites Pipeline Management Software automates the transformation of your sales pipeline data into accurate, reliable sales forecasts, giving sales leaders insight into revenue prediction, resource planning, and target setting based on actual deal behaviours—not on intuitive guesses.
- Forecasting revenue based on probability of completing the deal by the deal stage
- Tracking win rates and conversion rates through every pipeline stage
- Identifying deals that have agied without closing to quickly identify stale opportunities before they are lost forever
- Just like when you compare the performance of your sales pipeline across different divisions or timeframes
- Report generation for leadership reviews and planning for future sales
Data That Proves the Difference
Real Results From Real Teams Using WHSuites Project Tracking Every Day
45%
Faster Deal Closure
Sales teams using WHSuites Pipeline Management tools will decrease the amount of time it takes to complete deals (close) by as much as 45%.
3x
Better Pipeline Visibility
By tracking each deal at its current status, owner and value, sales managers will have 3:1 better visibility of team performance and the overall health of the sales pipeline.
50%
Fewer Deals Lost to Follow-Ups
Sales pipeline automations, including follow-up reminders and activity logs, can decrease the number of deals lost due to missed opportunities by up to 50%.
12,000+
Teams Trust WHSuites
From small businesses to growing enterprises, WHSuites is the preferred Pipeline Management Software across pharma, real estate, education and more.
Manage Your Pipeline Anywhere, On Any Device
Desktop
With the full Pipeline Management experience, you get a complete drag and drop Pipeline Board, detailed reporting dashboards and the ability to Manage Multiple Pipelines at the same time, You are able to see all of your Pipelines on one screen as well as access the performance of any Pipeline.
Tablet
Easily view and modify your Sales Pipeline while on the go with simple Drag and Drop Stage changes perfect for the Sales Manager that needs to review the deals he is actively working on during a client meeting or while on a team check-in.
Mobile
Through your mobile device, you can add new deals, move deals along the Pipeline, and log activity directly from your phone as well as receive instant Push Notifications to inform you when a deal changes stage or if a deal is in need of follow-up.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Pipeline Management
Everything you need to know about WHSuites Pipeline Management
Pipeline Management is the process of managing and organizing all of your sales opportunities as they move down a clearly defined Pipeline through multiple stages. Through WHSuites Pipeline Management Software, each opportunity's lead, contact and activity history is connected back to each other within WHSuites Pipeline Management Software giving you access to a comprehensive view of where all opportunities are located.
WHSuites combines Pipeline Management with full CRM (Lead Tracking, Task Management, Communication History & Reporting) into one application, so you don't need to switch between different applications to manage your sales process.
With WHSuites, you can set up multiple pipelines, and each pipeline can have its own customizable stages so your various teams, products, or regions can follow a sales pipeline process that mirrors how they actually sell.
Yes! With WHSuites Pipeline Management Tools, you will have automatic revenue forecasting based on your deals' stage, amount and probability to give your sales management accurate revenue predictions to plan against and for target setting.
Yes! WHSuites flags stale or inactive deals so that your team can address these deals before they become cold, assisting you in maintaining your sales pipeline clean, accurate and current.
Yes. WHSuites is available on iOS and Android, so your sales team can manage their pipeline, move deals between stages, and log activity from anywhere, at any time.
