Designed to let you spend time on closing deals
Lead management doesn’t need to be overly complicated. Pipefy Marketing empowers you to create the sales pipeline workflow you need to increase conversions.
Customize reports to include KPIs and metrics that make sense for your business. Easily track and measure the team’s efficiency and gain the power to improve every conversion.
Don’t let your sales team spend time on manual and repetitive tasks. Automate sending emails to leads, notifications when a negotiation is late, and providing information for a sales contract.
Create an integrated sales operation. Connect your sales workflow with other departments, such as legal or finance, to provide contracts or prepare invoices. Everything is in a single place.
Integrate Pipefy with your favorite apps with Zapier or API. Integrate it with Power BI for complete dashboards, or with lead generation platforms to receive new leads automatically.
Attachments and comments
Don’t get lost in long email threads or messages. Centralize all communication, from emails sent, to comments about a deal. Consult the history and logs of a lead whenever necessary.
Create mandatory fields to ensure your sales team provides all the necessary information for the next steps with a lead. Following the correct workflow is the first step to improving your sales machine.