PIPELINE & SALES MANAGEMENT

Convert Leads Faster With Visual Sales Pipelines.

Control your entire customer journey from start to finish. Track deal values, active tasks, and stage velocities with interactive Kanban boards, and skyrocket sales through automated actions.

İri CRM Satış Süreç Kanban Panosu Mockup

Drag-and-Drop Interactive Kanban Boards

Customize pipeline columns like New Lead, Contacted, Proposal Sent, and Won to match your business perfectly. Move deal cards with simple drag-and-drop motions to update statuses instantly.

Real-Time Automations on Stage Changes

The moment you drag a deal card to 'Proposal Sent', the system can automatically dispatch a personalized WhatsApp proposal message and assign a reminder task to the sales representative.

Deal Valuations & Campaign ROI Analytics

Monitor total potential pipeline values, track monthly revenue forecasts, and analyze exactly which marketing campaigns yield the highest cash returns in real-time.

SALES ACCELERATION SYSTEM

Manage Your Entire Sales Pipeline in Elegant Drag-and-Drop Motion.

The İri CRM Visual Pipeline completely eliminates messy spreadsheets and disorganized folders. Structure unlimited Kanban pipelines and coordinate opportunities from first touchpoint to absolute won status with interactive visual cues.

Visual Kanban Pipeline Architecture

Build tailor-made pipelines matching your sales cycles or support ticketing columns, adjusting stages in absolute freedom.

Real-Time Triggered Stage Actions

Dragging deal cards to custom columns immediately executes background triggers like launching personalized WhatsApp outreach and placing review tasks.

Campaign Cash ROI Forecasts

Audit overall cash potential in pipeline stages, forecast yearly target velocities, and evaluate exactly which promotional origin commands premium conversions.

Pipeline Operations Guide

01 / TAILOR-MADE PROCESS COLUMNS

Rename pipeline columns to mirror your operations, assigning budget ranges and deal owners in real-time.

02 / VISUAL ACTIVITY SIGNPOSTS

Monitor approaching phone calls, task lists, and appointments directly from the card interfaces without opening details.

03 / HIGH-VELOCITY CSV IMPORT WIZARD

Map database headers and upload bulk historical directories from Excel sheets into the pipeline within seconds.

How Sales Pipelines Drive Conversions

Structure your sales workflow in three simple steps to maximize team efficiency.

01

Build Custom Sales Pipelines

Define unlimited custom pipelines and stage columns that represent your business operations and sales funnels precisely.

02

Drag-and-Drop Deal Cards Visually

Move leads across board stages as negotiations advance, share internal team notes, and assign follow-up tasks.

03

Unleash Automations & Forecast Revenue

Accelerate sales with instant automated WhatsApp messages triggered on card shifts, and monitor real-time revenue trends.

S.S.S.

Pipelines Frequently Asked Questions

Absolutely! You can build unlimited distinct pipelines (e.g., 'B2B Sales', 'Support Tickets', 'VIP Deals') with customized stages for each workflow.
Yes! Through our Visual Workflows builder, moving a card into a specific column can serve as an automatic trigger to dispatch custom WhatsApp messages, SMS, or emails instantly.
Yes. Our advanced CSV/Excel import wizard allows you to map and upload existing client databases and all custom attributes into your pipelines in seconds.

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