Deal pipeline

Deal Pipeline

Effortlessly manage deals and track prospects in one place to keep your pipeline flowing.

Track individual and team-level performance
Create custom pipelines with TXF's drag-and-drop editor
Keep your pipeline accurate with automated updates

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Keep your sales team on track with detailed analytics.

Don't let a valuable prospect slip through your fingers again. With TXF’s deal pipeline, you can decrease any room for error by making decisions and taking action based on data.

Automate playbooks and templates for your team to use with your most valuable prospects. Use dashboards to predict revenue and explore potential bottlenecks in your sales cycle. Find the stages of your process that are most or least efficient, and keep track of deals as they move through your pipeline.

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Create new deals easily.

Deal pipeline software recognizes when you add new deals from an existing contact or company record in TXF’s Smart CRM and updates it automatically. Decrease manual data entry and get the most up-to-date information delivered to you directly.

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Customize your deal pipeline.

Empower your sales team to own their process. Create custom pipelines easily using TXF’s drag-and-drop editor. Add or change deal stages and properties without the help of IT.

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Track performance across your team.

Check your team’s performance individually and as a whole. Use sales dashboards to get quick, straightforward insights into where you’re excelling and under performing. Revenue data combined with detailed analytics helps everyone understand their impact.