Star Pipeline

Stop missing opportunities and wasting time with fragmented toolsets

In today's fast-paced sales environment, teams often struggle with tracking and managing their sales pipeline effectively.

Many organizations rely on a mix of spreadsheets, emails, and disparate tools that lead to a fragmented view of the sales process.

This disjointed approach results in missed opportunities, inefficiencies, and a lack of real-time visibility into the sales funnel.

Sales representatives find themselves spending excessive time on administrative tasks rather than focusing on closing deals and building customer relationships.

There is a clear need for a centralized, organized, and easy-to-use system that can streamline the sales pipeline management process, provide actionable insights, and enhance productivity.

Track your sales pipeline efficiently

Here is what you get with this template:

Basic Version:

• Track sales opportunities through the sales funnel - You can customize this workflow to your specific process.
• A central database to manage your client
• Visibility of the touchpoints with your clients via a monthly calendar view showing your last and future contact with your client.
• Bonus! You can now display this calendar along with your personal or professional calendar via the new application "Notion Calendar".

Plus version:

• Everything included in the Basic version, plus:
• Begin managing deals in your pipeline to ensure you have the accurate information at the right time, and prevent any deals from slipping through the cracks.
• Assess the probability of success for each deal to manage expectations and allocate your efforts effectively.
• Establish deadlines to timely execute critical actions, such as sending proposals or following up for information and feedback.
• Store companies and contacts linked together with deals to give you a 360º view of your pipeline.
• A separate team and personal dashboard so that you can have a comprehensive view of all sales activities or focus solely on your portfolio as a salesperson.
• Indicators to know how much you have in flight for each stage of your sales funnel and the probability of success for each deal.
• Data insights charts to analyze trends and get key indicators for decisions 🆕