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Sales Pipeline Management Software

Effectively capture and manage leads with Tall Emu’s pipeline management software. Visualise leads in various formats - on a map, Kanban view or in a list. Tailor your process with custom stages, lead ranking and segmentation. Ensure timely follow-ups, lead assignments and comprehensive reporting through automation.

Pipeline Management

Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.

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Word Add-In Templates

View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.

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Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

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Kanban View

Easily view, drag & drop leads between stages of the sales funnel

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Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

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Lead Hunter

Interactive map view lets you find leads and add them to your CRM

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Activity Management

Create, assign and manage tasks, meetings, calls and emails

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Webforms

Website forms automatically drop leads into CRM as an opportunity

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Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

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Customisable Sales Funnel

Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.

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Interactive Map View

See Prospects, Lead Opportunities and Customers on a Map view. From here you can add to calendar, create or assign tasks.

View leads by stage, from new to closed

Customise Sales Stages

Define and adjust your sales pipeline to align with your unique business needs. Personalise stages, modify the number of steps and apply your own naming conventions for a truly customised experience.

Intuitive view to get a clear picture of what stage and the number of open opportunities

Visualise Your Sales Process

Get a holistic view of your sales opportunities in Kanban View. Effortlessly manage leads by dragging and dropping them across sales stages, and quickly update their status as won, lost or reassigned.

Traditional Excel style view of opportunities

Grid View

Utilise a familiar, filterable grid view for Excel-style management of your pipeline. Create, modify and save custom filters and layouts for in-depth analysis of your sales data.

Hunt for prospects using a map interface

Find and get more leads

Prospect Hunter lets you search the map to identify potential customers by business type and location, so you can add them directly to your CRM.

See your prospects, leads and customers

Map View

See the geographical location of your customers, leads and opportunities. Plan on-site visits efficiently with our sales lead management software’s intuitive drag-and-drop map interface.

Centralise Your Lead Management

Tall Emu’s Australian CRM software streamlines your sales team’s workflow, reducing time and effort while also providing instant, real-time insights into your leads.

Capture

Simplify the process of adding leads to your CRM. Seamlessly integrate leads from various sources such as your accounting system, website, email, phone, or social media campaigns.

Nurture

Identify high-potential leads and engage them with targeted marketing strategies, including drip-feed emails, SMS campaigns and PPC/social retargeting.

Measure

Track sales team activities with customisable visual reports. Set and monitor targets and KPIs to continuously improve performance.

Sales Pipeline Management Software Frequently Asked Questions

What is sales pipeline management software?

Sales pipeline management software is a specialised tool used by businesses to track and manage their sales process. This type of sales lead management software provides a visual representation of where prospects are in the sales pipeline and helps sales teams to organise, prioritise, and monitor their sales activities. It typically includes sales pipeline management tools for tracking interactions with potential customers, scheduling follow-ups, managing leads, and analysing sales data to forecast future sales. The software assists in identifying bottlenecks in the sales process, enabling teams to refine their strategies for improved conversion rates and efficiency.

What is the importance of a sales pipeline in CRM?

A sales pipeline is a vital component of CRM as it provides a structured approach to managing sales activities and customer interactions. It helps businesses understand their sales process better, from initial contact through to closing a deal. By integrating the sales pipeline into a CRM system, businesses gain valuable insights into customer behaviour, sales trends and overall performance. This integration allows for more accurate sales forecasting, better resource allocation and ensures that all team members have a clear understanding of their roles and responsibilities in the sales process.

What are the common sales pipeline stages?

When deciding how to manage a sales pipeline, it’s critical to first understand the various stages associated with it. Pipeline management can typically be segmented into the following stages:

  • Lead Generation: Identifying potential customers through various strategies such as marketing campaigns, social media engagement, networking events and more. This is one of the sales pipeline management best practices as it is essential for continuously fueling the pipeline with high-quality leads.
  • Lead Qualification: Assessing the potential of leads to become customers by analysing their interest level, budget, purchase authority and need for your product or service. Effective lead qualification helps in focusing efforts on leads with the highest conversion potential.
  • Proposal/Needs Analysis: Understanding customer needs and proposing solutions. Sales representatives engage with leads to gather detailed information, which is then used to tailor proposals or solutions that align with the customer’s requirements.
  • Negotiation: Discussing pricing, terms and conditions. This stage requires effective communication skills and flexibility to reach an agreement that is acceptable to both the seller and the buyer.
  • Closing: Obtaining a commitment from the customer, processing the sale and ensuring all contractual terms are met.
  • Post-Sale/Retention: Following up for future sales and maintaining customer relationships through activities like seeking feedback, addressing post-sale queries, offering customer support and engaging in strategies to retain the customer for future sales.
What should you consider when choosing a sales and lead management software?

When choosing sales and lead management software, consider:

  • Usability: The software should be user-friendly and easy to navigate. Look for a design that allows for quick access to key features and functionalities, minimising the learning curve and enhancing user adoption.
  • Customisation: The ability to tailor the software to fit your specific business processes is crucial as you want to ensure that the software serves your business effectively. The software should be flexible enough to align with your sales pipeline stages, lead qualification criteria, reporting formats and other unique business needs. 
  • Integration: Compatibility with other tools and systems you currently use, like email marketing software, accounting tools or customer service applications, is essential. Seamless integration ensures smooth data flow across different areas of your business, eliminating data silos and enhancing overall operational efficiency.
  • Scalability: Choose software that can grow and adapt as your business evolves. This means looking for solutions that can handle an increasing number of users, leads, and data over time, without compromising on performance or requiring a complete system overhaul.
  • Analytics and Reporting: High-quality insights and robust data reporting capabilities are vital. The software should offer comprehensive analytics tools to track sales performance, monitor lead progression, and analyse customer interactions. 
  • Cost: Evaluate the pricing against your budget and ROI expectations. Consider not only the upfront costs but also ongoing expenses such as subscription fees, maintenance and upgrades.
  • Customer Support: Availability and quality of customer service are important. Consider the levels of support offered, including training, troubleshooting and regular updates. Responsive and knowledgeable customer support can greatly enhance the user experience and ensure continuous, trouble-free operation of the software.
Is technical support available for Tall Emu’s lead management software?

Absolutely! Tall Emu offers robust technical support for its leads management CRM software. Access a comprehensive library of helpful Tall Emu CRM resources for diagnosing, tailoring and improving your CRM experience. Additionally, benefit from Australian-based Tall Emu support to address any specific queries or concerns. Tall Emu also provides free CRM training to ensure that your team fully maximises the potential of our lead management software backed by ongoing support.

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