Dynamics
CRM Solution
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Sales pipelines are highly individual and can vary greatly from company to company, depending on factors such as the complexity of the sale, the product or service being sold, and the target market. The primary benefit of using a sales pipeline is that it provides a clear, organized way to track progress and manage sales processes effectively.

CubeDrive provides a simple way for business to build their sale pipeline in visual approach.

  • User-Friendly Interface: CubeDrive's drag-and-drop method makes building a sales pipeline easy and intuitive, even for non-technical users. You can simply select the elements you need, place them where you want, and configure their properties.
  • Customization: CubeDrive allows for high levels of customization, so business can design your sales pipeline to match your specific needs and preferences. This can help ensure your pipeline is as effective and efficient as possible.
  • Integration: CubeDrive supports integration with various other systems and platforms, which means your sales pipeline can easily share data with other parts of your business, improving your overall business process.
  • Automation: CubeDrive supports the automation of various tasks and processes. This can save time, reduce the risk of error, and allow your team to focus on more strategic tasks.

Create sales pipeline form

Sales pipeline form includes the customer information, lead source, creation date, sales rep, deal values, status, stage etc.

To create a form, you can login into CubeDrive Account, and Click "+ Create" button to start the form/application build from file manager.

form

Calendar view

Sales data can be displayed in calendar view.

form

Kanban view

Sales data can be displayed in kanban view.

form

Sales dashboard

CubeDrive offers a way for customers to view details about their sales data or transactions. By using drag and drop, customer can create summary, charts, top records views to see more information for the sales process.

form

Sales process can be displayed in different kind of charts as needed.

form

In the application design page, customer can easily build the pages with the drag and drop method.

form