Pipeline Management

Effectively managing your pipeline and Customer Lifecycle in CS will not just allow you to stay organized and better help your customers, it will also help you generate more deals and deliver better results. Take your customers and closing opportunities through Dynamic Phases and use Checklists so you don’t miss a beat. And the best thing? It is built for you and your workflows.
Improve your pipeline management to take the next step
  • Use Dynamic Phases to track your Customer Journeys and pipeline development
  • See how your renewal & expansion pipelines stack up against your forecast and targets
  • Take action faster with Phase Insights
  • Track how your customers move through the customer lifecycle and phases