Without a system in place, it's so easy to forget about a lead or run out of time to follow up on an inquiry.

The Pipeline can be aligned to the different ways you sell. Every lead is stored and can be automatically followed up with full visibility of every opportunity and the stage it is up to.

Of course, the huge advantage is that the Pipeline automatically links to the other Formitize modules including CRM, Jobs and Accounts.

Learn more about the Sales Pipeline here.