Pipelines

See your deals move from start to finish in a clear, easy-to-use pipeline

Quill CRM's Sales Pipeline makes it easy to manage deals across every stage—from lead to negotiation. With a drag-and-drop layout and real-time stats like win rate and deal value, sales teams can stay focused and organized. This simple, visual tool helps reps track progress, prioritize tasks, and close deals faster with less effort.

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Add New Pipeline

Design your deal journey with easy setup & smart tracking

Quill CRM's Add New Pipeline lets teams build custom sales flows with clear stages and win probabilities, with drag-and-drop controls and visual previews, users can shape their pipeline to match their strategy, this simple setup helps reps stay organized, forecast better, and close deals faster.

Add New Deal

Add a new deal in seconds—just fill in the details and keep your pipeline moving

The “Add New Deal” form helps sales teams quickly capture essential deal information—from contact and value to pipeline stage and priority. With a clean layout and intuitive fields, reps can log opportunities in seconds, keeping the CRM updated and the sales pipeline flowing smoothly.

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Activity's Deal

Track progress—know what's happening now.

The Activity section gives sales reps a complete timeline of every interaction tied to a deal—from initial notes and scheduled meetings to logged calls and sent emails. This unified view helps teams stay aligned, follow up faster, and never miss a moment that matters in the sales journey.

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Quick notes, smarter deal decisions ahead

Adding quick notes to capture deal updates and keep your team aligned with fresh insights.

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Log every call—build stronger deal momentum

Logging client calls with outcomes and duration to keep your sales communication on track.

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Email logged—keep conversations clear and connected

Logging sent emails to maintain a clear outreach history and streamline follow-ups.

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Keep meetings clear—log and lead confidently

Tracking meetings with clients to stay organized and never miss a key sales moment.

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Analytics & Reports

Smarter decisions start with clear pipeline insights.

CRM pipeline reports show how deals progress from lead to close using funnel, bar, and pie charts. They help you spot trends, measure performance, and turn data into smart decisions. Track deal flow, coach your team, and close more with confidence.

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