← Everything Sema does
Pipeline
Where each sale is, from the conversation it started in.
A quote asked for on WhatsApp becomes a deal on the board, with its value and who has it. Move it as it goes; see what is open, won and lost.
How a business uses it
- 1
A deal from a conversation
Add it from the inbox, or let an advert or a lead form add it for you.
- 2
Move it along
Dragged between your own stages, or moved from its card on a phone.
- 3
Follow up by itself
A stage can start a follow-up on the deal’s conversation.
- 4
Close it, with a reason
Won or lost, and why it was lost, for the board to remember.
What it does
Your own stages
Three to twelve, named and ordered by your managers.
A value and an owner
Each deal with its value, currency and the person who has it, and totals for each stage.
Its history
Who moved it, when, from where to where.
From your systems
Deals read and written through the API, for a CRM of your own.
Try it with your own customers.
Every step is in the the pipeline, in the Help Centre.