Sales Pipeline

Sales Pipeline within DOCCO provides the sales team with comprehensive visibility over every deal, from the initial lead to the finalized contract.

Utilize the Kanban board to drag and drop deals across stages, and configure probability, expected close dates, and deal values in multiple currencies. Convert leads into deals with a single click while tracking their source, priority, and status throughout the funnel. Role-based views enable chief executive officers to monitor company-wide performance, directors to manage their teams, and sales representatives to focus on their individual pipelines. Features include sales plans with targets and analytics reports offering period comparisons, growth rates, and conversion tracking, providing everything required for the team to sell more effectively and efficiently.