Pipelines

Streamline your sales process, close deals

Track your sales pipeline, optimise leads, manage communications and automate your processes.

Automated nurturing

Create automated nurturing journeys to keep your leads engaged, without all of the manual work.

Sales insights

Dive into real-time sales data and grasp the ins and outs of your sales funnel with easy to digest information in SwiftFox.

Efficient workflow

With all the tools needed to build relationships at your fingertips, and an easy to navigate pipeline, your sales team will be able to focus on what matters most.

Keep sales moving

Visualise your sales pipeline and move deals forward with ease. Track every opportunity in a structured workflow, so you always know what stage each deal is at.

See what needs attention, identify bottlenecks, and ensure no lead slips through the cracks. With everything in one place, your team can prioritise key opportunities and maintain a steady sales momen

Customisable pipelines

Every organisation has its own sales process, and SwiftFox Sales Pipelines adapt to fit yours.

Create tailored pipeline stages that match your unique workflow, whether you have a simple sales cycle or a more complex process. Easily adjust pipeline stages, add new ones, and refine your approach over time to improve efficiency and increase conversion rates.

Integrated task management

Stay organised by linking tasks directly to your sales pipeline. Assign follow-ups, calls, and emails at the right stage of the deal, ensuring no critical step is missed.

Team members can see what needs to be done at a glance, reducing administrative burden and keeping deals moving forward. With everything in one system, collaboration is seamless, and productivity increases.

Individual pipelines, organisational goals

Each team member can have a dedicated pipeline that aligns with their targets while contributing to wider business goals.

Managers gain visibility into team performance with real-time tracking, helping them identify top performers and areas for improvement. This structure ensures a transparent sales process that balances individual responsibility with overall organisation success.

Automate repetitive work

Sales teams often lose valuable time on repetitive tasks like sending follow-up emails or updating deal statuses.

With SwiftFox, you can automate these processes, ensuring leads stay engaged without constant manual input. Set up triggers to send personalised messages, schedule reminders, or move deals along the pipeline, allowing your team to focus on strategic conversations that drive revenue.

Powerful sales insights

Make data-driven decisions with comprehensive sales analytics. SwiftFox dashboards give you a real-time overview of your pipeline, helping you track conversion rates, sales velocity, and team performance.

Identify trends, spot potential issues early, and refine your sales strategy based on clear, actionable insights. With better visibility, you can optimise every stage of your sales process.

Sales calls simplified

Easily manage your call lists and track sales conversations directly within SwiftFox. Prioritise calls based on pipeline stages, log call outcomes, and set follow-up reminders to keep deals progressing.

With everything stored in one place, your team can quickly access key details before making a call, ensuring every conversation is relevant and effective.

Centralised sales data

Having all your sales information in one place eliminates the hassle of switching between different tools.

SwiftFox links deals directly to contacts, so you can track interactions, store notes, and monitor deal progression in a single platform. This ensures your team has all the context they need to close deals faster and provide a personalised experience for every prospect.

Outlook & Gmail integration

SwiftFox seamlessly integrates with Outlook and Gmail, keeping your sales conversations in sync.

Track emails, link them to deals, and schedule follow-ups directly from your inbox. This integration ensures that every interaction is captured within your CRM, eliminating the need to switch between platforms and making it easier to maintain relationships with prospects.

Web forms for lead capture

Easily generate new leads with fully customisable web forms that integrate directly into your SwiftFox pipeline. Embed forms on your website or share links via social media to capture potential customers effortlessly.

Add qualifying questions to prioritise the most promising leads, ensuring your sales team focuses on the opportunities most likely to convert into revenue.

Secure & scalable

SwiftFox provides detailed permission controls, allowing you to manage who can view and edit pipeline data. Restrict access based on role or department, ensuring sensitive sales information remains protected.

As your organisation grows, your pipeline scales with you, adapting to new processes, additional users, and evolving business needs without compromising security or performance.

A swift summary of Pipelines

Custom sales pipelines tailored to your process for better workflow management.

Task linking ensures sales activity stays organised and nothing is overlooked.

Automated follow-ups keep leads engaged with minimal manual effort.

Break down large projects into smaller tasks.

Sales insights and dashboards offer real-time performance tracking.

Web forms capture and qualify leads efficiently, boosting conversion rates.

Seamless Outlook and Gmail integration keeps communication linked to your pipeline.

Secure access controls ensure the right people see the right data.

CRM integration provides a seamless, all-in-one sales management experience.

Let’s talk more

Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.

We’d love to learn more about your engagement needs and show you how SwiftFox can help!

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