CRM Pipeline Management Software Tool

Win the RIGHT projects

Focus on profitable opportunities

Focus on, and win, the right projects for your practice with our intelligent Pipeline Management Software tool. The CRM Pipeline tool enables you to assess how financially viable a project is from opportunity stage, track status progress, assign tasks and generate a weighted- new business -forecast.

  • With a simple dashboard know the status of every opportunity from lead to sign on
  • Assess each opportunity's financial viability upfront
  • Easily forecast probability weighted future income
  • Assign team tasks and track progress

Book an online demo

and explore the full functionality of the

CRM Pipeline Tool

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