Sales Pipeline Management
Sales Pipeline Management
Sales Pipeline Management
Why it matters
A clean, forward-looking pipeline improves forecasts and win rates.
A clean, forward-looking pipeline improves forecasts and win rates.
A clean, forward-looking pipeline improves forecasts and win rates.
Challenges
Pipelines become hard to manage across mixed motions (new, renewal, expansion) often owned by different teams. Scattered across CRMs, chats and emails, updates lag and pipe reviews go anecdotal.
How Planhat Helps
Purpose-Built Opportunities
Purpose-Built Opportunities
Purpose-Built Opportunities
Planhat's flexible data model embeds purpose-built Opportunity objects designed to help you track new busines, renewals and upsells cleanly and collaboratively—with custom stages and forecast fields.
System of Action
System of Action
System of Action
Changes in Opportunities or movements on Pipe dashboards instantly trigger tasks, initiate sequences, and generate AI summaries. Automations ensure deals maintain momentum and never get left behind.
Enabled by leading capabilities
What's new
What's new
Trusted by Industry Leaders
Trusted by Industry Leaders
Trusted by Industry Leaders
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
