The Sales Pipeline feature in TheMaxCRM helps your business manage leads effectively at every stage of the sales journey—from inquiry to closure. It provides a visual, drag-and-drop pipeline where you can track your leads across custom stages like New Lead, Contacted, Follow-up, Quoted, Won, or Lost. This gives you and your team full visibility into where each lead stands, making it easier to prioritize actions, follow up on time, and never miss a sales opportunity.
With automation tools built into the pipeline, you can set up reminders, assign tasks, send WhatsApp or email messages, and move leads to the next stage automatically based on their behavior or response.
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