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Sales pipeline

A sales pipeline that tells you
what will close.

Define stages that match how you sell, watch deals convert from one stage to the next, and forecast revenue from numbers you can defend in any review.

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At a glance

What is a sales pipeline?

A sales pipeline is a visual representation of your sales process: every open opportunity, organised by the stage it has reached between new enquiry and closed deal. A healthy pipeline shows three things — how many deals sit at each stage, how deals convert from one stage to the next, and how much revenue is likely to close. Getlead CRM includes pipeline management in every plan, alongside deal management, from ₹599 per user per month.

Sales pipeline — quick facts
What it isYour open deals, mapped by stage
Typical stagesNew · Contacted · Qualified · Proposal · Won
Key numbersDeals & value per stage, stage conversion, forecast
In GetleadIncluded in every plan
PricingFrom ₹599 / user / month
Free trial7 days, no credit card

The methodology

The five stages most teams start with

Stages are drag-and-drop in Getlead — rename and rearrange them to match how you actually sell. This is the classic starting point.

1

New

Every captured enquiry enters here — from ads, forms, calls and chat — with its source attached.

2

Contacted

First conversation made. A follow-up task is on the books, so the thread never goes quiet.

3

Qualified

Real need, real budget. The lead converts to a deal with a value and an owner.

4

Proposal

Price on the table. The deal's value and probability now feed your forecast.

5

Won

Deal closed. Revenue and source are recorded, so reports show what actually worked.

Conversion

Find the stage where deals leak

A pipeline isn't just a board — it's a set of conversion rates. When you can see how deals move from stage to stage, you stop guessing and fix the exact step where they stall.

  • Deals & value per stage visible on the board at all times
  • Conversion reports from first touch through to closed revenue
  • Idle-deal alerts that point at the stage where momentum died
Explore deal management
A Getlead deal record showing its value, how long it has sat in the current stage and its status history

Beyond the board

Run the pipeline like a system, not a scoreboard

The board shows today. These three habits — all backed by the same data — are what make the pipeline predict tomorrow.

Forecasting

Deal values and probabilities roll up to a live revenue forecast, grounded in past data and trends — not optimism.

Pipeline reviews

Walk the board in your team meeting: every deal shows its stage, owner, value and age, so reviews become decisions instead of status readouts.

Team collaboration

Everyone works the same board — set reminders, share notes on deals and hand opportunities over without losing the thread.

Related modules

The pipeline is the system. These two modules are what fills it and what moves through it.

Deal management

The records inside your pipeline: each deal's value, owner, full history and next step — with alerts when one goes idle.

Explore deal management

Lead management

The top of your pipeline: capture every enquiry from ads, forms, calls and chat, and route it to the right rep automatically.

Explore lead management

FAQ

Sales pipelines, answered plainly

What is a sales pipeline?

A sales pipeline is a visual representation of your sales process: every open opportunity, organised by the stage it has reached between new enquiry and closed deal. It shows how many deals sit at each stage, how deals convert from one stage to the next, and how much revenue is likely to close.

What stages should a sales pipeline have?

Most teams start with five stages: New, Contacted, Qualified, Proposal and Won. In Getlead CRM, stages are drag-and-drop and fully customisable — name them after the way you actually sell, and keep them few enough that everyone agrees on what each stage means.

What is the difference between a sales pipeline and deal management?

Deal management is about working individual opportunities — each deal's value, owner, history and next step. Sales pipeline management is about the system those deals move through: the stages, the conversion rates between them, and the forecast they add up to. Getlead CRM includes both in every plan.

How do I set up a sales pipeline in Getlead CRM?

Name the stages your team already uses, decide who owns each stage and what has to be true to move a deal forward, then let leads flow in. Most teams have a working pipeline the same day, and stages can be renamed later without losing history.

Should I run more than one pipeline?

Run a separate pipeline whenever the sales process is genuinely different — a different product, a different buying cycle or a different team. Each one reports separately, so a long consulting cycle does not distort the numbers for a fast-moving product.

How often should a sales pipeline be reviewed?

Most teams review the board weekly and use idle-deal alerts in between. Because each deal shows its owner, value, stage and time since last activity, the review is about the deals that have gone quiet rather than a recap of everything.

Can I see the value of my pipeline by stage?

Yes. Reports total deal value by stage, owner and period, so you can see how much revenue is sitting at each step and where it is getting stuck. That makes it obvious whether the problem is lead volume or conversion.

The fastest reply usually wins the deal

Reply in 30 seconds,
not 30 minutes.

Getlead catches the enquiry, alerts the right rep, and keeps every follow-up on track — so speed stops being luck.

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