Sales pipeline for software & consulting
Deals for your software and services, from first conversation to signed, with value, probability and next step.
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
Deals for your software and services, from first conversation to signed, with value, probability and next step.
- Tracks
- Deal, Company, Contact, Contact email, Owner, Offer, Value, Probability %, Weighted value, Stage, Expected close, Last contact, Next step
- Flags automatically
- Gone quiet when Last contact is more than 21 days ago and Stage is not Won and Stage is not Lost
- Closing in 14 days when Expected close is within 14 days and Stage is not Won and Stage is not Lost
- Won when Stage is Won
- Actions and automations
- Send email: Email the contact email.
- Create a one-page summary: A short Word summary of this deal for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every deal 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.