Keep leads, contacts, accounts and deals connected.
Start with a lead. Keep the person and company connected as the relationship develops.
Keep every opportunity in view.
Organize leads, connect people and companies, and follow deals through the stages of your sales process.
Talk to the teamRD
- New
- Qualified
- Proposal
- Won
Sales pipeline, in practice.
Assign ownership and organize opportunities by stage.
Use stages that reflect your sales process, with ownership visible in your records.
Record tasks and notes alongside the customer relationship.
Give the next conversation context by keeping relevant tasks and notes with the record.
Bring your own process.
Discuss your records, team responsibilities and configuration needs with the Plumto team. We’ll help you evaluate the fit.
Questions about
Sales pipeline.
Can I define my own pipeline stages?
Yes. Pipeline setup lets you define stages that reflect your sales process, including won and lost outcomes.
How are leads, contacts, accounts and deals related?
Records stay connected, so the person, their company and the deal sit together instead of living in separate lists.
Let’s talk about
your sales process.
Show us how your team works. Explore where Plumto fits.