CRM and sales pipeline
Each opportunity is a card on the stage board. The pipeline shows the value at each stage, pending tasks and stalled opportunities, without relying on tracking spreadsheets.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Stage board.
Opportunities appear by stage and move between stages when you drag the card. There is also a table view.
Value per stage.
Each column shows the sum of the opportunities' estimated value.
Probability and weighted value.
Each opportunity has a closing probability and a weighted value, which is the estimated value multiplied by the probability.
Tasks and due dates.
Each opportunity has tasks with due dates and status. Overdue tasks are highlighted.
Workflows.
The laboratory can build flows that create tasks, send emails and change the stage as the opportunity moves forward. Flows are set up by whoever administers the module.
History and attachments.
Interactions, attachments and history stay with the opportunity, which helps whoever takes over the account understand the context.
Loss reasons.
When an opportunity does not close, the reason is recorded and feeds the sales indicators.
Client view.
Customer 360 shows realized revenue, the financial health indicator and the client's paid, open and overdue invoices.
Why the CRM sits next to the laboratory
The client that enters as an opportunity is the same one that receives the proposal, the contract and the report.
One record from first contact to report.
The same client goes from opportunity to report, which helps avoid duplicate records.
Proposal status in the pipeline.
The status of the linked proposal shows on the opportunity, and the pipeline follows the changes.
Services from the catalog.
Services, parameters and prices on the proposal come from the catalog the laboratory uses in operations.
Frequently asked questions
Is the CRM included in the system?
Sales module available according to plan. The opportunities CRM is enabled according to the contracted plan and the permissions of each user group. In the demo, we show what applies to your scenario.
Can I drag opportunities between stages?
Yes. The pipeline is a stage board (Kanban): you drag the opportunity and each column's value is recalculated. There is also a table view.
How do I know when the client opened the proposal?
The system records views of the proposal through the portal link and the opening of the delivery email, when the client's email program loads images. It is an indication for sales follow-up, not a read confirmation. Clients should be informed about this tracking under the laboratory's privacy policy.
Does it replace the CRM I already use?
It depends on the case. The Gerencialab CRM works with the laboratory's services, parameters and matrices and connects to operations. If your team relies on specific features of another CRM, check in the demo what is covered.
See the path from proposal to work order
In the demo, we show a proposal built with catalog services, approved by the client and turned into a contract and a work order, using services similar to yours.