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Product feature

Sales Pipeline for Indian Teams

Lead stages, revenue forecast and follow-up pressure in one board.

Setup

2 min

Sync

Web + app

Trial

14 days

feature workspace

Sales Pipeline

Sample data preview

Synced

1,248

Calls

₹28.7L

Pipeline

Live

Reports

Aakash Homes

Site visit

Hot

BrightSkill Pune

Admission call

Warm

CareDesk BPO

Demo booked

AI fit

Mobile CRM WhatsApp Payroll AI scoring
Consent-based recording WhatsApp timeline GPS attendance GST payslips Role-based access

Feature details

Everything your team needs to use it daily

Designed for managers, telecallers and field teams who need work captured automatically, not manually chased at day end.

BizzSetu

What is it

A drag-and-drop pipeline board showing every lead's stage, value and next follow-up date, with a revenue forecast that updates as deals move.

BizzSetu

How it works

Stages are configurable to match how your team actually sells, and overdue follow-ups surface automatically instead of relying on someone remembering to check.

BizzSetu

Who it's for

Sales managers who currently guess at pipeline health from a WhatsApp group or a weekly status call.

BizzSetu

Getting set up

Pipeline stages come pre-configured for a typical sales flow; rename or reorder them from Settings to match your process.

Advanced capability map

What Sales Pipeline adds to your CRM

These are practical operating controls, not brochure checkboxes. Each item is designed to reduce manual reporting and make manager review faster.

Stage board

Deal value

Next follow-up

Owner assignment

Overdue pressure

Forecast view

Daily workflow

Sales Pipeline without spreadsheet follow-up

The important activity reaches the CRM automatically, so your team can sell instead of reporting about selling.

1

Capture every lead with owner, stage and next action.

Works across mobile, web dashboard and manager reports.

2

Log calls, WhatsApp notes and field activity on the same timeline.

Works across mobile, web dashboard and manager reports.

3

Give managers one clear dashboard for coaching and follow-up pressure.

Works across mobile, web dashboard and manager reports.

Questions

Sales Pipeline FAQs

Quick answers before you send an enquiry.

Talk to product team

Want this module in your workflow?

Share your team size and use case. The request goes directly into the super admin marketing leads dashboard with the feature source tag.

Is feature ke liye enquiry dalo

Import a real lead sheet and test it with your team.