Sales pipeline for manufacturing
Opportunities by stage with slipping and large deals flagged; a won deal creates the invoice.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Opportunities by stage, value and close date, with slipping and large deals flagged.
- Tracks
- Opportunity, Account, Contact, Contact email, Stage, Amount, Close date, Owner
- Flags automatically
- Won when Stage is Closed Won
- Lost when Stage is Closed Lost
- Slipping when Close date has passed and Stage is not Closed Won and Stage is not Closed Lost
- Large deal when Amount is over 50000
- Actions and automations
- Email contact: Send the contact a follow-up.
- Create invoice: Create the invoice in Invoices for this won deal.
- Automation: When a deal is won, create the invoice
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every opportunity for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.