Give every opportunity a clear next step.

What is a sales pipeline?

A sales pipeline groups opportunities by where they are in your selling process. It helps a team see what needs attention, which conversations are moving and what to follow up next.

Choose stages that match how you sell

Keep your first pipeline simple. The stages below are an example process, not a promise of preconfigured AkuCRM stages. Adapt them to the decisions your customers actually make.

• New enquiry: a potential customer has expressed interest.
• Conversation: you are understanding their needs.
• Proposal: the customer is considering an offer.
• Decision: record the outcome and what you learned.

Keep opportunity records useful

A pipeline is most useful when each opportunity has clear context. Agree what your team should update after a conversation, and confirm the fields available in your AkuCRM workspace.

• Link the opportunity to the relevant customer.
• Keep its stage aligned with the actual conversation.
• Record realistic values where appropriate.
• Review stale opportunities and agree the next action.

Run a focused weekly sales review

Use your pipeline as the starting point for a short team review. Look at opportunities needing attention before adding more work. A pipeline supports judgement; it does not guarantee revenue or predict a sale.

Bring customer records and opportunities together

AkuCRM combines contact management and sales pipelines in one workspace. Request a demo to check your sales process, access requirements and available plan features before moving your team.