Sales pipeline software for wholesalers
A pipeline tied to real quotes.
Leads and opportunities from the first call to won, with the quote attached and the value taken from it, not typed in again.
What it does
Sales pipeline in Orderfy.
Your own stages
Set the stages of your pipeline to match the way you sell.
Quote attached
An opportunity carries its quote, so its value is real.
Owners and handovers
Each opportunity has an owner, and a change of owner is recorded.
Follow-up tasks
Tasks for you and your team, so no quote goes quiet.
Why you win and lose
Lost opportunities record a reason, and the reasons are reported over time.
From lead to order
A won opportunity becomes a sales order without retyping.
Is the CRM a separate system?
No. The CRM is a module of Orderfy, so opportunities, quotes and orders are connected and share the same customers and products.
Can we customise the pipeline stages?
Yes. Pipeline stages are set in your settings.
See it working.
We will show you this in Orderfy, set up for your products, customers and suppliers.