Visualize & Manage Your Sales Pipeline

Track, manage, and optimize your sales pipeline with drag-and-drop simplicity and powerful automation.

Why Sales Teams Love Our Pipeline

Close more deals with less effort using these powerful features

Drag-and-Drop Interface

Move deals between stages with simple drag-and-drop. Update status in seconds.

Real-Time Analytics

Track conversion rates, deal velocity, and forecast revenue with precision.

Automated Follow-Ups

Never let a deal go cold with automated emails, tasks, and reminders.

Features

Customizable Pipeline Stages

Tailor your pipeline to match your exact sales process

1

Lead

New contacts entering your pipeline

2

Qualified

Verified and interested prospects

3

Proposal

Solution presented to client

4

Negotiation

Finalizing terms and pricing

5

Closed Won

Deal successfully closed

Powerful Pipeline Analytics

Get real-time visibility into your sales performance with detailed reports and forecasts.

  • Conversion rates between stages

  • Average deal size and velocity

  • Revenue forecasts by period

  • Team and individual performance

What others are saying

James D.

DTC Brand Founder

“The ability to visualize deals has made it easier for our team to hand off opportunities and ensure nothing falls through the cracks.”

Amanda B.

Online Retailer

“We’ve gone from chaos to clarity. Our sales process is now fully visual and we’re closing deals twice as fast.”

Frequently Asked Questions

Can I create different pipelines for different clients?

Yes! Create unique pipelines for each client or product line. Perfect for agencies and multi-product businesses.

Does the pipeline support automation?

Yes! Trigger emails, SMS, task assignments, or pipeline moves automatically based on user behavior or events.

Can I export my pipeline data?

Yes! Export your pipeline data into CSV, Excel, or PDF format for internal or client reporting.

Schedule a Call With Our Team

Have questions or want to see if TDA-CRM is right for your business? Our Australian-based specialists are ready to help.

  • +61 2 8046 6553

  • WA: +61 4 1234 5678

One Platform. Multiple Functions Ease of Working

Choose TDA-CRM for Business Todays!