The Pipeline

$59 / month

Never miss another opportunity. See all your inbound enquiries, leads and opportunities on a visual dashboard. Create proposals and quotes, assign follow-up and send chase emails. All using a smart drag and drop interface.

Buy 2 apps, save 10%
Buy 4 apps, save 20%
Buy 6 apps, save 30%
Buy 8 apps, save 40%
Buy 10 or more apps, save 50%

  • The Pipeline

    $59 / month

    Request a Call Back

    •  Ask a Question

      The Pipeline

      $59 / month

      Ask a Question


        Share

      The Pipeline dreams are made of

      Convert more enquiries into hot deals.

      Grab the enquiry

      Someone called or emailed? Note the enquiry from whatever screen youā€™re working on. Create a new contact or log it against an existing customer or enquiry. Get back to what you were doing and deal with it later, or create a proposal straight away.

      record-enquiry

      Up, up, up, UP, UP, open Kanban style

      A visual dashboard of your deal flow.
      Each enquiry, proposal and opportunity shown as a little card.
      Cards are sorted into columns, using a Kanban layout.
      Instantly see what needs following up and whoā€™s doing what.

      Play your cards right

      When you open The Pipeline, youā€™ll see some cards in the first Requested column.

      Any enquiries which havenā€™t been dealt with yet are in here. Most recent cards appear at the top. Change the order by dragging the cards around.

      A very decent proposal indeed

      Each enquiry is the start of a proposal, just waiting for you to add some content. Use Proposal Composer to add model sections, or make a mini proposal. Upload files, images or diagrams for later.

      edit-proposal

      Freezing, warm, cold, boiling!

      Get a sense of how warm the lead is?
      Set how likely the enquiry is to convert.
      If itā€™s pretty certain, note the likely value and when it might be invoiced.

      The value and invoice date will appear on The Pipeline.

      Deal with it

      Assign cards to people in your team for next steps. Just click their little face and pick someone else to assign to. Use the people filter at the top to see whoā€™s supposed to be doing what. Perfect if youā€™ve got a bigger sales team, with their own accounts.

      assign-to-pipeline

      Chase me chase me

      Quite often, following up an enquiry makes the sale. How often do you ask for a quote, then hear nothing else? Feels like they donā€™t want the business? Itā€™s easy to chase leads on the Pipeline. Press the ā€¦ button.

      Then Compose email without leaving the screen. Emails are saved, so everyone can see whoā€™s been chased. And who needs to be.

      compose-email

      Always watching

      Every card has a status, so you can keep track of where itā€™s up to. Press the chip on a card to open the status menus. Choose the one you want. Or drag the card to a different column. Turn the proposal into an order with a couple of clicks.

      change-status-pipeline

      You win some

      And sometimes things donā€™t come your way. Itā€™s important to know why, to guide future strategy. Log the reason you lost out and use filters to see the ones that got away.

      lost-reasons

      Watch The Pipeline in action

      <to be updated>

      Watch the video or continue the tour.

      More powerful features

      Duplicate in seconds

      Made another enquiry?
      In just one click, clone it and edit the new copy.

      Share proposal

      Turn the enquiry into a proposal, and share with client for online approval.

      Chat with your team

      Privately discuss the proposal, share documents and image and leave notes for colleagues.

      Assign someone

      Make a team member responsible for following up the proposal by assigning to them.

      Manage progress

      Keep track of where every enquiry is up to, by using optional statuses

      Convert to order

      Got the nod offline? Choose which options the client wants and turn into an order with one click.

      Explore similar apps

      Proposal Composer features
      • Create unlimited proposals
      • Upload images
      Microsite features
      • Set your own colours
      • Choose from 100 fonts from Google library
      • Customise phrases and email templates
      • www.orderlink.co.uk/yourname as standard
      • Use your own domain^
      • Add SSL certificate^
      ^In-app purchases
      Close My Cart
      Close Wishlist
      Recently Viewed Close
      Close

      Close
      Navigation
      Categories