How to prepare a simple sales pipeline

Quick answer

Use BigHelpers CRM to organise leads, follow-ups, invoices, reminders, and simple sales activity for this client segment.

When to use this

Use this when sales are slow, leads are scattered, or the team needs a simple follow-up system.

Steps

1. Add every serious enquiry as a lead.
2. Tag the lead by segment, source, and next action.
3. Set a follow-up date before closing the conversation.
4. Send quotations or invoices from the same customer record.
5. Review pending leads weekly and reopen old warm enquiries.

Screenshots

Add a mobile screenshot of the page, invoice, customer record, error, or website screen when raising a ticket.

Common problems

- Leads are kept only in WhatsApp chats
- No next follow-up date
- Old customers are not contacted again

Related articles

- How to use CRM when sales are low
- How to follow up old leads without sounding pushy
- How to prepare a simple sales pipeline

Still need help?

Use the Raise a Ticket button and choose a simple reason like "My login is not working", "My invoice is wrong", "My WhatsApp message is not going", "I need help setting up my CRM", "I want to change my plan", or "My website is down".