Coordinate Multiple Sales Processes Without Fragmenting Customer Data
Multi-Pipeline Growth is a CRM package designed for growing businesses that manage several sales processes, teams, service lines, or customer journeys. It brings multiple pipelines into one connected workspace, helping teams coordinate opportunities while keeping customer information organized and accessible.
The package includes support for up to 10,000 CRM records and multi-pipeline management. Separate pipelines can be configured for different teams, services, markets, or sales motions while maintaining a shared customer data structure.
Round-robin lead assignment helps distribute new opportunities across selected team members using a structured rotation. Conditional deal workflows can create tasks, update fields, assign ownership, or move records according to defined pipeline conditions. Team time and capacity views provide an organized overview of recorded activity, workload, and availability across selected team members. Forecast and velocity reporting helps teams review pipeline value, deal progression, and movement through configured stages. Role-based saved views allow users to access CRM information according to their responsibilities, teams, or preferred record filters. Guided onboarding sessions are also included to support the initial configuration of pipelines, assignments, workflows, team views, and reporting requirements.
What’s Included
✓ Support for up to 10,000 CRM records
✓ Multi-pipeline management
✓ Round-robin lead assignment
✓ Conditional deal workflows
✓ Team time and capacity views
✓ Forecast and velocity reporting
✓ Role-based saved views
✓ Guided onboarding sessions
Best For
Multi-Pipeline Growth is suitable for growing sales organizations, agencies, professional service providers, multi-team businesses, and companies managing several services or sales processes within one CRM environment.
Important Notes
This package includes multi-pipeline CRM configuration for up to 10,000 CRM records. The client must provide the required CRM access, pipeline structures, team information, assignment preferences, workflow requirements, reporting categories, and role-based view details needed for setup.
Pipelines, assignment rules, workflows, capacity views, reports, and saved views are configured using the information and materials provided by the client. Additional records, pipelines, workflows, onboarding sessions, reporting views, data preparation, or configurations outside the listed package scope may be quoted separately.
