Imagine a system where every step of your sales process is intuitive, streamlined, and within your reach. The Multi Pipeline Module was developed for exactly that: to transform the way you and your team manage your leads and opportunities. Built to work with Perfex CRM, this revolutionary module allows you to have full control over multiple pipelines, each tailored to your needs, eliminating chaos and bringing clarity to your workflow.
Create and manage specific pipelines for different product or service lines, departments, or sales strategies. Your team can focus on what really matters, without confusion.
Define stages that represent your sales process and move leads between them with ease. Kanban’s visual interface allows for quick and intuitive movement between stages, giving you a clear view of each lead’s progress.
Assign leads to the right pipelines, associate custom forms to capture information, and route each lead to the right person, optimizing your time and resources.
With just two clicks, you can change a lead’s pipeline or stage, ensuring agile and efficient sales management. Quick filters, advanced search, and visual indicators keep everything organized and easy to access.
Visualize lead counts across each stage and pipeline, helping you identify opportunities and bottlenecks in your sales process. This strategic view enables quick, smart decisions.
Define who can access which pipelines, ensuring each team member only sees and interacts with data relevant to their role. Get a secure and personalized sales system.
⚠️ Important: Currently, Multi Pipeline can be installed on unlimited domains. However, in future updates, each license will be valid for only one domain. Take advantage now to install it on as many domains as you need!
Installation is quick and straightforward, following just a few steps. In minutes, you will have the Multi Pipeline fully integrated with Perfex CRM, configured for the unique needs of your business.
Want to see Multi Pipeline in action? Try all the features directly on our website test area and discover how it can transform your sales management. Use the credentials below to access:
Explore the system and see how each Multi Pipeline feature can optimize your sales process!
The Multi Pipeline structure is robust, with essential components to ensure that your sales operations are carried out smoothly and without complications. Every detail – from the request controllers to the data visualization system – was designed to facilitate daily use.
With Multi Pipeline, you define your customer’s journey according to their needs:
We know that the business environment is always changing. Therefore, our module is regularly updated to ensure compatibility with new versions of Perfex CRM and introduce continuous improvements. And so you’re never alone, our support is always available, with:
The module Multi Pipeline is the definitive solution for companies that need flexibility in managing their sales processes. With it, you gain organization, agility and a complete view of your leads and opportunities. The time has come to enhance your Perfex CRM, bringing efficiency and clarity to your sales process.
👉 Ready to take the next step? Simplify your sales process with the Multi Pipeline Module and see your results take off.
⚠️ Important: Currently, Multi Pipeline can be installed on unlimited domains. However, in future updates, each license will be valid for only one domain. Take advantage now to install it on as many domains as you need!