Sales Funnel Stages
The process to turn leads into contracts
A sales funnel is the marketing term for the journey potential customers go through on the way to purchase.
ForestCRM implements a simplified model. Four sales funnel stages are applied:
- Contact list: a list of potential customers with contact details
- Lead: companies where some specific sales opportuntiy has been identified or the clients has shown interest
- Proposal: an offer has been submitted
- Contract: the opportunity has been closed into a contract
Manage your sales funnel
Statistics and details of each stage
Zoom from the overall funnel down to each prospect easily
Conversion KPIs
Measure your conversion efficiency
Analyze churn
See which deals are pending or lost and understand why
Manage the individual deals
Identify next steps
What needs to be done to move the case forward?
See the client's history
All interactions with a click
Are we on track?
Are there any late tasks, missed deadlines, or unkept promises?
