Feature Update - Multiple Pipelines

Create multiple sales pipelines for each of your different types of sales flows

Pipelines are a way of managing sales leads and enquiries. Pipelines ensure that every lead is recorded in a central place, assigned to someone in the business and cant be lost or forgotten. In most cases, a sales lead will move through different stages until it is either won or lost.

Formitize enables you to create your own customised “stages” to match exactly how your sales process flows. An example of pipeline stage flow might be:

Enquiry > Scoping > Presentation > Proposal > Quotation > Won

Formitize also enables you to trigger automated tasks and communications as the lead moves from one stage to another.

But what happens if you have different types of sales processes for different types of clients? For example, you may provide quick and simple services for residential clients and then another team providing far more involved services for commercial clients. The two different types of sale may require different approaches and time frames and therefore completely different stages to each pipeline flow. This is very difficult to achieve with a single pipeline.

This is where the new Multiple Pipelines feature solves the challenge.

Formitize has released a feature allowing for multiple pipelines. You can have as many different pipelines as you need for the different sales processes that you have. Each pipeline can have its own customisable stages meaning you can really focus on each lead within each pipeline and ensure the process and automated communications are perfectly suited to your business.

In the App, you select the Pipeline first and then the Stage menu auto-adjusts to show you the stages for the selected Pipeline. You can then view the individual leads and their detail.

This feature enables you to create very customized pipelines to closely manage every different type of lead flow in your business.

Multiple Pipelines - another smart business innovation from Formitize.