Configurable pipeline
Your stages, their probability and colour, not an American product’s. Biddew can suggest a pipeline from what you describe to it.
The pipeline is a picture
Every deal at its stage, with its amount and its due date. The forecast reads at a glance.
A follow-up is a task, not an intention
A due date, an owner notified as soon as it is assigned, and a reminder at the time you pick. "I’ll call him tomorrow" becomes verifiable.
Wired into the rest of the file
The customer account record brings together its opportunities, quotes, sales and payments. Documents attach to the opportunity too.
What you will see when you open it
Screenshots taken on our demo shop, with sample data. Tap a screen to enlarge it.
The pipeline
Every deal in its column, with its amount, its customer, its due date and its probability. At the top: the pipeline’s value and its weighted value.
- 1The pipeline’s value
- 2Weighted by probability
- 3The stage’s probability
- 4Your stages, up to Won
On a phone
The same pipeline in your pocket: the value, the weighted value, the deals in progress, then the columns.
- 1The pipeline’s value
- 2Weighted by probability
- 3The pipeline’s columns
The customer record
What they bought, what they owe, their wallet and payments, and a way to call them or write on WhatsApp without leaving the record.
- 1Call, or write on WhatsApp
- 2Profile, transactions, log
- 3What they owe, and since when
- 4Their wallet
- 5Automatic reminders
How it works
Pick a step to see what it sets off along the way.
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Lead with its source
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Converted into a customer, and an opportunity
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Pipeline stages probability follows
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at the same time
- Task and reminder
- Exchange logged
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either
- Won
- Lost with its reason
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Dashboard win rate
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01
Describe your stages
From lead to customer, as your cycle actually lives them.
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02
Put the deals in
Amount, due date, owner, and the customer or prospect concerned.
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03
Follow up on time
Tasks land, the deal slides from one stage to the next, the forecast updates.
What you can do with it
The account record
What they bought, what they owe, their open quotes and their wallet, with calling and WhatsApp a tap away.
Leads and conversion
A prospect with its source and status, converted into a customer when it gets serious, with the opportunity created at the same time if you wish.
The exchange log
Calls, meetings, WhatsApp, SMS and notes are logged on the record, along with stage changes.
Tasks and reminders
Assigned to someone, dated, with a reminder at the time you pick sent over the company’s notification channels.
Sales dashboard
Funnel, weighted forecast for the month, win rate, velocity by stage, sales rep ranking, sources and loss reasons.
What the module includes
Partners and contacts
- Customers
- Suppliers
- Wallets
- Account statements
- Receivables and automatic reminders
- Due dates per partner
- CRM: leads, opportunities and pipelines
A sales cycle that runs through WhatsApp
Here, most of the commercial relationship happens on the phone and on WhatsApp, rarely by formal email. Every call, WhatsApp message or SMS is therefore logged in the record’s journal, rather than staying in one person’s phone. That is what makes it possible to pick up a file when whoever was handling it has moved on.
Common questions
How is this different from my customer list?
The customer list says who has already bought. The CRM tracks what has not been sold yet: leads, live deals, the follow-ups owed and the forecast that follows from them.
Does the quote go out from the CRM?
No. The quote is created in Sales for the customer linked to the opportunity; once accepted, it converts into a sale, and the customer record keeps both the quote and the sale.
Does every salesperson see everything?
That depends on the role: it decides, screen by screen, who can view, create, edit or delete, the sales dashboard included. On a screen they are allowed on, everyone sees all of the company’s deals.
Works with
The modules talk to each other: what happens here shows up there, with nothing typed twice.
