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Create separate pipelines for each type of deal flow

  • Since sales processes can vary between business teams, you can create pipelines that represent each unique workflow.

  • Customize the stages in each pipeline to suit.

  • Powerful role-based access can ensure deals are only visible to those that need it.

Easy to customize

  • Easily modify pipeline stages with drag-and-drop ease.

  • Rename, sort, or add stages, as shown.

  • Create a custom deal-tracking process in minutes.

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Visually manage deal flow

  • View and manage your deals on a kanban board.

  • Drag-and-drop deals as they progress through stages of your sales process.

Stay-on-top.

Close more deals.

Beyond helping you see the big picture, BlueSail comes with a range of features to help you stay-on-top:

  • Dashboards

  • Notification alerts

  • Customize data fields to capture data that's uniquely relevant to your deals

  • Create custom filters to hone in important deals.