Visualisez vos opportunités par étape, du premier contact à la signature.
Le Pipeline donne une vue Kanban de toutes vos opportunités commerciales : chaque carte représente un dossier, chaque colonne une étape de votre processus de vente.
Pipeline commercial en vue Kanban : étapes, montants et commissions
Les étapes par défaut (Nouveau, Qualifié, Proposition envoyée, En signature, Gagné / Perdu) sont personnalisables par le cabinet. Une opportunité perdue conserve son motif, précieux pour analyser vos pertes.
Glissez-déposez une carte d’une colonne à l’autre : les tâches et relances associées s’adaptent automatiquement. Un passage en “Proposition envoyée” peut déclencher une séquence de relance sans aucune action de votre part.
Chaque opportunité porte un montant estimé et une probabilité par étape. La barre supérieure affiche la valeur pondérée du pipeline : votre prévisionnel de commissions sur les semaines à venir.
Une opportunité sans activité depuis 10 jours est automatiquement mise en avant dans vos alertes du Dashboard. Ne laissez pas refroidir vos dossiers.
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