Sales
See every deal and what it needs next
A visual pipeline of every opportunity, its value, its owner and its next step.
The problem
Nobody knows what is actually in the pipeline
When deals live in inboxes and memory, forecasting is guesswork. Quotes go out and are never followed up, and managers only hear about a deal once it is won or lost.
How Toolbase solves it
A pipeline that reflects reality
Deals move through stages you define. Each one shows its value, quotes, owner and last activity, so the team knows what to chase and managers can see the forecast.
Capabilities
What you can do with Deals
Pipeline board
Drag deals between stages and see totals for each stage.
Multiple pipelines
Separate residential, commercial or service work with their own stages.
Deal value
Values come from the quotes attached to the deal.
Next steps
Tasks and appointments keep each deal moving.
Won and lost reasons
Record why deals close so you can improve.
Sales targets
Set targets by period and track progress against them.
Deal history
See every change of stage, value and owner.
Workflow example
From quote sent to deal won
- Quote sent
The deal moves to Quote Sent with its value set from the quote.
- Follow up
A follow-up task appears for the owner.
- Negotiation
Revised quotes stay attached to the same deal.
- Won
The accepted quote marks the deal won.
- Handover
A project or job is created for delivery.
FAQ
Deals questions
Can I change the pipeline stages?
Yes. Stages are configured for your industry to begin with and you can change them.
Can we run more than one pipeline?
Yes. You can run separate pipelines for different types of work.
How is deal value calculated?
From the quotes on the deal, so the pipeline reflects what you have actually priced.
See Deals configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.