Make Your Sales Pipeline Visible, Actionable, and Easier to Manage
Great sales teams need more than a list of opportunities. Relecca gives teams a visual sales pipeline where deals can move through customizable stages while keeping customers, products, tasks, files, emails, and activities connected.
Kanban Sales Pipeline
Visualize, track, and optimize your team's deal flow on a live board.
- Drag-and-Drop Stages: Visual cards represent opportunities. Simply slide them to advance their status.
- Multiple Pipelines: Create separate pipelines for different products, departments, or sales cycles.
- Custom Deal Stages: Add, rename, and reorder stages based on your own sales methodology.
- Rich Deal Cards: Track deal values, expected close dates, linked organizations, reps, and custom fields.
Deal Workspace & Customer Feedback
Close deals within the CRM and learn from every outcome.
- Product Attachment: Link specific products/services from your catalog directly to deals.
- Time & Activity: Track how many hours are spent on each opportunity.
- Won & Lost Outcomes: Mark deals won or lost with a loss reason, and reopen them if circumstances change.
- Customer Feedback Surveys: Send a feedback survey automatically when a deal is won or lost.
- Multi-Currency Deals: Enable the currencies you sell in and choose a default for new deals.
Pipelines Shaped Around How You Actually Sell
A default stage set describes somebody else's business. Relecca lets you run several pipelines side by side and define the stages in each, so a fast self-serve renewal and a twelve-month enterprise deal are not forced through the same process.
- Multiple pipelines for different products, services or business lines.
- Create, rename, reorder and remove stages as your process changes, moving open deals safely.
- Stage definitions that match your sales methodology rather than a template.
- Drag-and-drop movement between stages, with the change recorded in activity history.
Everything a Deal Needs to Carry
Aggregate pipeline views are only as trustworthy as the fields on the individual deals. Each opportunity in Relecca holds the attributes that make forecasting and review possible.
- Sale title, value and expected close date.
- Customer organization and the specific contact person.
- Pipeline, stage and the assigned team member.
- Products and services, so deal value is composed rather than typed.
- Source channel and custom fields for your own qualifying data.
A Workspace Around Each Opportunity
Once a deal is open, the work surrounding it should live with it. Every sale in Relecca provides connected views so nobody has to reconstruct the deal's state from four systems.
- Products and services attached to the opportunity.
- Tasks and their owners, with deadlines visible.
- Time logged against the deal, for cost-of-sale visibility.
- Files, emails and the full activity trail.
Ready to configure Sales Pipeline?
Get started in minutes. Import your Excel spreadsheets or invite your team.
Compare plans and pricing, or read our CRM guides.
Move opportunities through stages to see metrics recalculate automatically.