Sales pipelines are highly individual and can vary greatly from company to company, depending on factors such as the complexity of the sale, the product or service being sold, and the target market. The primary benefit of using a sales pipeline is that it provides a clear, organized way to track progress and manage sales processes effectively.
CubeDrive provides a simple way for business to build their sale pipeline in visual approach.
Create sales pipeline form
Sales pipeline form includes the customer information, lead source, creation date, sales rep, deal values, status, stage etc.
To create a form, you can login into CubeDrive Account, and Click "+ Create" button to start the form/application build from file manager.
Calendar view
Sales data can be displayed in calendar view.
Kanban view
Sales data can be displayed in kanban view.
Sales dashboard
CubeDrive offers a way for customers to view details about their sales data or transactions. By using drag and drop, customer can create summary, charts, top records views to see more information for the sales process.
Sales process can be displayed in different kind of charts as needed.
In the application design page, customer can easily build the pages with the drag and drop method.