Pipeline
Sales Pipeline with Officaid
Turn conversations into predictable revenue.
Officaid’s Sales Pipeline provides a clear, stage-based view of every opportunity, letting your team manage deals visually while leadership gains instant revenue forecasts from real operational data.
Move beyond static CRM records. Officaid combines activity tracking, pipeline values, and financial integration to ensure your sales operation runs on live numbers, not guesses.
Visual deal boards
See your entire sales operation at a glance.
Manage opportunities across fully customizable pipeline stages such as:
Qualified
Contacted
Meeting Scheduled
Proposal Made
Negotiating
Closed Won / Lost
Each deal appears as a card on the board containing:
Opportunity name
Customer
Deal value
Activity status (due / overdue / none planned)
Assigned team member
Drag and drop deals between stages as progress changes, instantly updating pipeline metrics.
Activity-driven selling
Sales performance flows from execution, not guesswork.
Calls
Meetings
Follow-ups
Proposal delivery
Each opportunity runs on scheduled actions:
Activity Due Date
Activity Overdue
No Activity Planned
This ensures no deal ever goes stale, keeping teams accountable and pipelines healthy.
Stage analytics
Understand where revenue stalls, and where it converts.
Track performance across pipeline stages:
Volume at each stage
Value concentration
Conversion drop-offs
Deal velocity measurements
These insights help leadership improve closing strategies, reallocate sales effort, and identify sales bottlenecks early.
Multi-currency support
Sell locally or internationally with confidence.
Every deal supports currency selection, with automatic conversion calculations and reporting in your base currency.
Leadership sees a single consolidated forecast, even across international territories.
Role-based pipeline access
Protect commercial data.
Using Officaid’s Access Rights system:
Managers view team pipelines
Leadership accesses consolidated forecasts
Finance teams connect sales to revenue processing
Pipeline transparency without exposing sensitive information unnecessarily.
CRM & contact integration
Keep sales and marketing aligned.
Every opportunity stays attached to:
Customer contacts
Company records
Interaction history
Activity logs
This keeps full commercial context visible across teams — reducing duplicate records and miscommunication.
Predictable growth without complexity
Officaid tracks business outcomes.
By tying pipeline stages directly to pricing, invoicing, and accounting flows, Officaid transforms CRM into a true growth engine, ensuring your forecast mirrors operational reality.
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No credit card required
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14-Day free trial