End-to-End Sales Pipeline
ISO Mate’s Sales Pipeline Management gives your team a complete toolkit for tracking leads, nurturing opportunities, and closing deals. Customize pipelines to match your sales process, visualize progress on a Kanban board, and forecast revenue with real-time dashboards.
Customizable Pipelines
Create multiple sales pipelines with custom stages that reflect your unique sales process. Each pipeline requires at least two stages and supports drag-and-drop reordering. Set a default pipeline for your account so new records are automatically associated with the right workflow.
Lead Management
Capture and qualify leads with structured tracking. Each lead records the company, source, expected revenue, and assigned team member. Leads progress through five statuses: New, Contacted, Qualified, Unqualified, and Converted.
When a lead is qualified, convert it to an opportunity with a single click. The conversion pre-populates the opportunity with data from the lead, saving time and preserving context.
Opportunity Tracking
Track opportunities through your pipeline stages with expected revenue, win probability (0 to 100), and close dates. Opportunities are linked to contacts and assigned to team members for accountability.
When an opportunity is ready, convert it to a deal to begin the closing process. All relevant data carries forward automatically.
Deal Management
Manage deals with detailed value tracking, currency support, and stage progression. Deals move through your pipeline stages and are marked as Won or Lost with timestamps. When a deal is lost, capture the loss reason for future analysis.
Add products to deals as line items with quantity, unit price, and discount. The deal value recalculates automatically based on the product totals.
Kanban Board
Visualize your deals on a drag-and-drop Kanban board. Each column represents a pipeline stage, and deal cards display the contact name, deal value, and close date. Filter by pipeline, assigned user, or date range. Drag a deal between columns to update its stage instantly.
Product Catalog and Price Books
Maintain a product catalog with SKU, description, unit price, and active/inactive status. Create price books to define custom pricing for different markets or customer segments. Associate products with price books at specific price points.
Contact Integration
Link contacts to leads, opportunities, and deals with specific roles: Decision Maker, Influencer, Technical Evaluator, End User, or Other. Each record can have multiple contacts, giving you a complete picture of the stakeholders involved.
Activity Timeline
Every significant action is logged automatically: stage changes, assignment updates, linked notes, created tasks, calendar events, emails, and contact associations. View the full activity history on any lead, opportunity, or deal for complete context.
Linked Records
Connect tasks, calendar events, notes, and emails to any sales record. Create follow-up tasks directly from a lead or deal, schedule meetings, and attach relevant correspondence for a unified view of all interactions.
Sales Dashboard
Monitor your sales performance with five key metrics:
- Pipeline Distribution: Deal count and total value per stage
- Revenue Forecast: Weighted revenue based on deal value and opportunity probability
- Win Rate: Percentage of deals closed as Won out of all completed deals
- Conversion Metrics: Lead-to-opportunity and opportunity-to-deal conversion rates
- Funnel Summary: Counts grouped by status or stage for leads, opportunities, and deals, giving you a snapshot of your entire funnel at a glance
Filter all dashboard metrics by pipeline, assigned user, or date range.
Notifications
Stay informed with real-time notifications for deal assignments, stage changes, won and lost deals, approaching close dates, and stale deal reminders. Notification preferences can be customized under the Sales category.
Export
Export leads, opportunities, deals, and products to CSV or PDF with current filters applied for reporting and offline review.
Permissions
Sales access is controlled through role-based permissions across five categories: Leads, Opportunities, Deals, Pipelines, and Products. Each category supports view, create, update, and delete permissions, giving administrators fine-grained control over who can manage each part of the sales process.