Deals & Pipelines
Every Stage Has Its Odds. Every Move Is on Record.Sales pipeline software with win odds on every stage and a record of every move.
Build a pipeline for each way you sell, give every stage its own win probability, and see at a glance where each deal stands. Name who matters on the deal, from decision maker to blocker, and every stage change is written down with the name of whoever made it.
- Unlimited pipelines
- Win probability per stage
- Included on every plan
How it works
- A deal opensAn amount, a currency and a date
- People join itDecision maker, champion, blocker, and who’s first
- It moves through stagesEach stage carries its own win odds
- Closed lostWith the reason and notes keptClosed wonWith the reason it was won
Know Where Deals Stand. And How They Got There.
Every stage carries a win probability, so where a deal sits already tells you most of what a forecast would.
No limit on pipelines, or on the stages in the ones you build, each with its own odds, color and order.
Attach people as decision maker, influencer, champion, blocker or user, and mark one of them primary.
Every stage change is written on the deal with who moved it, so last quarter’s slip is on record, not in someone’s memory.
Your Pipeline, Set Up in Three Steps.
Build Your Pipeline
Name the stages your deals move through, put them in order, and give each a color and a win probability from 0 to 100.
Add Deals and People
Enter the amount, the currency and the date, then attach the people on the deal, with one marked primary.
Move Deals and Close Them
Change a deal’s stage as it moves. Every change is written down, and won or lost is recorded with its reason.
What Is Sales Pipeline Software, and What Makes a Stage Useful?
Sales pipeline software tracks every deal through the stages of your sales process, from first contact to closed won or closed lost. In Adoptiv every stage carries its own win probability, so where a deal sits already tells you most of what a pipeline forecast would.
Sales pipeline management starts with stages. Each one holds a win probability from 0 to 100, a color, a place in the order and a temperature marker. The starter deal pipeline has seven sales pipeline stages, from Prospecting at 10 to Negotiation at 80, and it is fixed. For your own numbers, build your own: there is no limit on multiple sales pipelines or on their stages.
Closed won vs closed lost are two separate switches, not one ending, so a pipeline can have more than one finish line. Won and lost reasons are kept apart, with notes on the lost ones. Each deal holds an amount in its own currency and one named owner.
People join a deal with a part to play: decision maker, influencer, champion, blocker or user, with one marked primary. Every stage change is written on the deal with who made it, so the story of a slipped quarter stays on the deal itself. Set sales goals on won deals, and work the leads that feed the pipeline in the same CRM.
Deal Tracking That Keeps Its Own History.
Build as many as you sell through, with as many stages as each one needs.
Set the odds from 0 to 100 on every stage of the pipelines you build.
Closed won and closed lost are separate switches, so a pipeline can end more than one way.
Decision maker, influencer, champion, blocker or user, with one person marked primary.
Every stage change saved on the deal, with the person who made it.
Separate fields for why you won and why you lost, with notes on the losses.
Each deal holds its amount to the cent, with its own currency code.
Pipelines for Teams That Close on the Phone.
Sales Pipeline Software vs a Deals Spreadsheet.
| What | A deals spreadsheet | With Adoptiv |
|---|---|---|
| Where a deal stands | A deals spreadsheet: A status typed in a cell | With Adoptiv: A stage with its own win probability |
| Who changed it | A deals spreadsheet: Unknown, unless someone left a note | With Adoptiv: Every stage change saved with who made it |
| Who is on the deal | A deals spreadsheet: Names in a notes column | With Adoptiv: Decision maker, champion, blocker and more, one marked primary |
| Why deals were lost | A deals spreadsheet: Rarely written down | With Adoptiv: A lost reason field, with notes |
| More than one sales process | A deals spreadsheet: Another tab, another copy | With Adoptiv: Unlimited pipelines, each with its own stages |
Deals & Pipelines Questions, Answered.
What is sales pipeline software?
Software that tracks every deal through the stages of your sales process, from first contact to won or lost, so you can see what is likely to close and what needs attention.
Can I have more than one pipeline?
Yes. There is no limit on pipelines, or on the stages in a pipeline you build. Adoptiv starts you with one seven-stage pipeline, from Prospecting to Closed Lost.
Can I edit the starter pipeline?
No. The starter pipeline is fixed, so its stages can’t be edited, added to or removed. Build your own pipeline and set its stages and odds the way you sell.
What is a win probability on a pipeline stage?
The chance, from 0 to 100, that a deal at that stage closes won. In the starter pipeline, Prospecting is 10 and Negotiation is 80. You set your own on the pipelines you build.
Who owns a deal?
One person. Deals are held by a named rep, not a role or team queue, so there is always one answer to who is on it.
What are the stages of a sales pipeline?
The steps a deal moves through in your process. Adoptiv’s starter pipeline has seven, from Prospecting to Closed Lost, and you can build pipelines with stages of your own.
Closed won vs closed lost: why are they separate?
Because a deal can finish more than one way. Won and lost are separate switches on a stage, so a pipeline can have several end stages, and the reasons for each are kept in their own fields.
Can a deal be in a different currency?
Yes. Each deal stores its amount to two decimal places with its own currency code.
Are lead stages and pipeline stages the same thing?
No. Lead stages track where a lead has reached before there is a deal. Pipeline stages track where the deal has reached.
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