Features / Pipelines

Keep All Your Leads & Customers Organized By Stage

We help keep all your customers and leads organized by creating a column for each step. Think of it like a game of solitaire and all you do is click and drag the customer to the next stage. When combined with automations, you can fire off sms and emails for that stage!

Why Do I Need Pipelines?

Elevate your sales game with CloseGPT Agents. Our automated pipelines not only let you see each stage clearly, but they also trigger instant SMS and email automations as soon as a new contact lands in a specific stage. Keep the conversation flowing and the deals closing, all while ensuring your clients are engaged at every touchpoint. It's not just a tool; it's your automated, AI-driven command center for seamless sales.

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Get A Birds Eye View Of Your Leads Or Customers

Visualize your sales funnel in one unified space, letting you instantly gauge progress, identify bottlenecks, and strategize accordingly.

Fire Automations When A Contact Is Added To A Stage

Maximize efficiency with triggered actions. As soon as a contact enters a new stage, predefined automations launch, ensuring timely communication and consistent engagement.

Message Blast All Contacts In A Particular Stage

Keep your messaging coherent and timely. Send unified communication to all contacts in a specific stage, ensuring everyone gets the right message at the right moment.

Also Functions As A To-Do List

Organize your day-to-day tasks alongside your pipeline. Seamlessly integrate your sales and daily tasks, ensuring you never miss a beat or an opportunity.

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What Real Customers Say About Us

“I love this system and it allows me to be creative and have seamless processes”

— Linda Burnett, Verified User

CloseGPT Gives You Everything
You Need To Succeed In Business

With AI to Get Customers to Chase You!

CloseGPT AI Employees

Works assigned leads and your pipelines to book appointments, close deals, generate interest, and more

35+ AI Goals

AI Employees trained to accomplish over 35 goals plus add your own

One Click AI Templates

Over 280+ AI templates for 70+ industries and growing fast

Appointment Scheduling

Scheduling automation to eliminating the back-and-forth emails to find the perfect time

Unified Inbox

All your customer communications in one simple timeline

Websites

Drag-and-drop website builder makes building any funnel or site easy

SMS Marketing

Send the perfect personalized message at the right time

Email Marketing

Reach and engage with your audience where they are

Phone System

Call routing, forwarding, and click-to-call means your customers are always a click away.

Pipelines

Create the stages of your sales funnel. See your entire sales process at a glance

Automations

Drag-and-drop automation builder for marketing, sales, and so much more.

CRM

Powerful software to help teams close more deals, deepen relationships, and manage customers more effectively.

A/B Testing

Run A/B tests on your CloseGPT Agents to increase response rates

Forms

Hosted forms for surveys, to capture leads, and more.

Payments

Accept payments for single purchases or subscriptions. Includes invoicing and connects to multiple payment gateways.

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Frequently Asked Questions.

What is the main purpose of these pipelines?

Pipelines are designed to help businesses organize their leads and customers by each stage of the sales process. It offers a visual representation, much like a game of solitaire, where you can drag and drop customers to their respective stages. Combined with automations, this tool ensures timely communications for every stage.

How can I visualize my sales process with this tool?

Our pipeline system provides a bird's eye view of all your leads or customers. Each stage is presented as a column, so you can easily see where every contact is in the sales process, helping you identify progress, bottlenecks, and areas that need attention.

How do automations work within the pipeline?

Whenever a contact is added to a new stage in the pipeline, predefined automations are triggered. This could be an SMS or email communication tailored for that particular stage, ensuring your leads and customers are consistently engaged.

Can I communicate with all contacts in a specific stage at once?

Yes, our system allows you to message blast all contacts in a particular stage. This ensures that everyone in that stage receives a consistent and relevant message, enhancing the cohesion and effectiveness of your communication.

Does the pipeline system have any organizational features?

Indeed, besides its primary sales function, our pipeline also doubles as a to-do list. This allows you to integrate your daily tasks with your sales activities, ensuring you stay on top of both your sales targets and daily responsibilities.

How can pipelines improve my sales strategy?

By providing a clear visualization of every lead and customer in your sales funnel, our pipelines allow you to spot opportunities, address challenges, and strategize effectively. The accompanying automations also ensure timely and relevant communications, reducing the chances of missed opportunities.

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