Free CRM: organise your sales pipeline without paid software
Defining pipeline stages, tracking follow-ups and measuring conversion rate: the free CRM guide.
Define the pipeline stages
A pipeline has clear stages: first contact, qualification, proposal, negotiation, signature. Each stage has a precise criterion to avoid deals that stall.
Track every follow-up
Note the date of the next action for each prospect. A view filtered on today's actions stops follow-ups from being forgotten.
Measure the conversion rate
The conversion rate between two stages shows where the pipeline gets stuck. That is where to act first.