SALES FUNNEL
Track every lead from first contact to signed tenant.
Capture source and fit, assign ownership, run demos and pilots, and move prospects to contract without losing context at every handoff.
The sales journey changes with segment, deal size, vertical and dependencies. The team sees only the stages and actions relevant to each lead.
Lead capture and qualification
- Inbound and outbound lead intake
- Save and resume
- Conditional qualification
- Duplicate detection
- Lead routing and ownership
Demo, pilot and multi-stakeholder deals
- Demo scheduling
- Pilot tenant provisioning
- Multi-stakeholder tracking
- Automated follow-ups
- Consent and scope records
Contract, billing and handoff
- Agreement tracking
- Billing setup
- Provisioning handoff
- Go-live readiness
Team workspace — sales funnelSynthetic demo data
- Client
- Stage
- Pilot provisioning
- Outstanding
- Billing connection
- Owner
- Sales operations
Start with the sales funnel view.
Track one segment first and expand when stages and ownership are stable.