Modules
Sales Management
Your sales pipeline at a glance.
Track deals by stage, see expected revenue, and manage your team's targets and performance from a single screen.
Company names, people and figures in the screenshots are sample data.
What is the Sales Management module?
Sales Management is the nullCRM module that tracks deals in a kanban pipeline with stages defined for your company. It provides revenue forecasts based on deal value and probability, target-versus-actual comparisons per rep and reason analysis for lost deals.
Key features
- 01
Kanban pipeline
Move deals between stages with drag and drop.
- 02
Custom stages
Define your sales process with your own steps.
- 03
Revenue forecast
See expected revenue based on deal value and probability.
- 04
Target tracking
Compare targets and actuals by rep and team.
- 05
Loss analysis
Record and report the reasons behind lost deals.
- 06
Reminders
Get timely alerts for deals due for follow-up.
Frequently asked questions
What does sales tracking software track?
The source, value, probability, owner, current stage and next follow-up date of every deal. Deals move between stages on a kanban pipeline; revenue forecast, target achievement and loss reasons are reported.
Can we define our own sales stages?
Yes. Stage names, order and the probability of each stage are configured for your company during setup; separate pipelines can be built per dealer, project or product group.
Can I track sales targets per rep?
Yes. Monthly, quarterly or yearly targets are defined per rep and team; achievement rates appear on the live dashboard and in reports.
Are lost deals reported?
Yes. A reason (price, competitor, timing, etc.) is selected for every lost deal; the loss analysis report shows these reasons by period, product and rep.
Let's plan a demo tailored to your company.
Let's plan a demo tailored to your company — we'll listen to your processes and show you how nullCRM fits.