Pipeline Deals Fluent CRM ?

  • Resolved DeepBlue

    (@deepblue5)


    12 months ago

    Hi

    Is there a deal pipeline on Fluent CRM as we generally get on a CRM ?

    so that we can follow deals by state (in discussion, won, lost etc)

    thank you that would be great ??

Viewing 3 replies - 1 through 3 (of 3 total)
  • Tahmid ul Karim

    (@tahmidulkarim)

    Hi there,

    The Pipeline feature is still under development and it will be available soon.

    Thank you!

    Thread Starter DeepBlue

    (@deepblue5)

    Hi

    That’s a great news ! we are many to wait for it as i can see a lot of questions about it on all Facebook groups !

    It would be great that the basic features of a pipeline would be available :

    add deals / link them with contacts and / or companies

    add as many pipeline stages as needed (prospecting, demo, proposal etc)

    mark deal as lost / won

    add as many different pipelines

    and one more thing : very important as it makes all the difference :

    be able to add activities, related to a deal (like pipeline tools like pipedrive do) : so after adding a deal in the pipeline, what we need is to add an activity to follow up like :

    1. call
    2. meeting
    3. task
    4. follow up
    5. etc

    with date / note etc

    that makes a pipeline effective and useful

    with that, Fluent CRM will be a supreme tool ??

    Last question : when do you think the first version of pipeline will be available ? are we talking some weeks from now ?

    thank you ??

    Thread Starter DeepBlue

    (@deepblue5)

    Hi

    Any news about this (i sent a request above 2 months ago

    i can see here its coming but when ? can we test the beta ?

    https://fluentboards.com

    thank you

Viewing 3 replies - 1 through 3 (of 3 total)
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