--- title: "Sales pipeline management | GetReached" description: "GetReached CRM keeps your sales pipeline organized as conversations happen — track leads, manage deals, automate follow-ups and see your progress in one place." canonical_url: "https://getreached.io/pipeline" meta: "og:description": "GetReached CRM keeps your sales pipeline organized as conversations happen — track leads, manage deals, automate follow-ups and see your progress in one place." "og:title": "Sales pipeline management" --- > Index of every page on this site: [llms.txt](https://getreached.io/llms.txt) # **Pipeline management that keeps every deal on track** Know where your leads stand, what needs attention, and which deals are ready to close — without spending hours updating your CRM. GetReached CRM keeps your sales pipeline organized as conversations happen. Track leads, manage deals, automate follow-ups, and see your sales progress in one place. No jumping between spreadsheets, inboxes, and different tools. **See how it works ** **Sales pipeline**$76,700 open · $31,500 won **Pipeline is up to date**Click “Simulate next update” to see deals move on their own. **New Lead ****2** $15,500 **Northside Physio****PD** $6,500**Facebook lead** **Crest Realty****MO** $9,000**CSV import** **Contacted ****2** $19,200 **Lumen Dental****MO** $12,400**Email** **Peak Fitness****PD** $6,800**WhatsApp** **Replied ****1** $24,000 **Harbor Logistics****RK** $24,000**Email** **Meeting Booked ****1** $18,000 **Atlas Roofing****RK** $18,000**WhatsApp** **Won ****1** $31,500 **Bayview Care****MO** $31,500**Email** ## **Less admin work. More time for sales.** // what changes with GetReached CRM
01
**One dashboard**
Track all your leads, deals, and pipeline activity.
02
**24/7**
Automated workflows keep your pipeline moving.
03
**Zero**
Manual updates needed for supported automated stage changes.
04
**100% visibility**
See your pipeline stages, deal values, and lead activity in one place.
Why it works ## **Your sales pipeline shouldn't depend on someone remembering to update it.** A lead replies to an email. Another books a meeting. Someone asks for a proposal. Meanwhile, your sales team is busy talking to customers. Before long, the CRM is outdated, follow-ups get missed, and nobody is quite sure which deals need attention. **GetReached CRM helps you stay on top of all of it. Your pipeline stays connected to customer conversations, so you can see what's happening without chasing your team for updates.** **01** ### **See every deal in one place** *You shouldn't have to open five different tabs to figure out how sales are going.* GetReached CRM brings your leads, active deals, and sales stages into one dashboard. See who's just entered your pipeline, who's replied, who's booked a meeting, and which deals have been won. Everything is organized so you can find what you need without digging through old conversations. **02** ### **A pipeline that updates as leads respond** *Manually changing lead statuses is easy to forget, especially when you're handling dozens of conversations.* GetReached CRM automatically moves deals between supported stages when prospects reply through email or WhatsApp or book a meeting. Your team can spend less time updating records and more time speaking with interested customers. **03** ### **Know who needs your attention** *Not every lead is at the same stage. Some are ready for a call, some need more information, and others haven't responded yet.* GetReached CRM helps you see where each lead stands and what needs to happen next. Instead of treating every contact the same, your team can focus on the conversations that matter right now. **04** ### **Keep follow-ups moving** *A promising deal can go cold simply because nobody followed up.* With GetReached CRM, you can set up automated email and WhatsApp follow-up sequences based on your workflow. If someone hasn't replied, the next message can go out on schedule. If they respond, the AI reply agent can take over the conversation according to your rules. **05** ### **Every conversation stays with the lead** *Ever had to search through emails just to remember what a prospect said last week?* GetReached CRM keeps lead details and communication history connected. You can see where a lead came from, what messages were sent, how they responded, and whether a meeting was booked. When someone on your team picks up a conversation, they have the context they need. **06** ### **Manage multiple sales pipelines without mixing things up** *For agencies handling several clients, keeping track of each sales pipeline can become a job on its own.* GetReached CRM gives each client a separate workspace with their own leads, deals, conversations, and reports. Your team can manage multiple accounts from one platform while keeping client information separate. How it works ## **From new lead to closed deal in 4 steps** Set up your pipeline, connect your communication channels, and keep track of every opportunity as it moves forward. 1. 01**Set up**### **Add your leads and set up your pipeline** Start by bringing your existing contacts into GetReached CRM or finding new leads through the platform. Organize them into sales stages such as New Lead, Contacted, Replied, Meeting Booked, and Won. Each lead can have important details like contact information, source, deal value, assigned owner, and next step. You get a clear starting point for managing your sales process. 2. 02**Connect**### **Connect your email and WhatsApp conversations** Connect your outreach channels so your lead activity stays linked to your pipeline. When you contact someone through email or WhatsApp, their messages and responses are part of their lead history. You can see what's been said without searching through separate inboxes. 3. 03**Automate**### **Let automation handle routine updates** As leads interact with your campaigns, GetReached CRM can update their pipeline stages automatically. If a prospect replies, their deal can move to Replied. If they book a meeting, it can move to Meeting Booked. Automated workflows can also send follow-up messages, while the AI reply agent answers questions and keeps interested leads engaged. Your team can still step in whenever a conversation needs personal attention. 4. 04**Close**### **Track deals and focus on closing** Open your dashboard to see how your pipeline is performing. Check how many leads you've contacted, which ones have replied, how many meetings have been booked, and which deals have been won. You can also review deal values and identify opportunities that need attention. Instead of spending time figuring out what's going on, your team can focus on moving deals forward. Features ## **Everything you need to keep your sales pipeline organized** 17 capabilities · 4 areas ### **Pipeline & deals** 05 **Pipeline this month**17% lead → won New Lead24$148k Contacted17$106k Replied11$68k Meeting Booked7$44k Won4$27k Open pipeline **$366k** Avg. deal **$6.2k** Auto-moved **52** - Visual sales pipeline dashboard - Deal tracking and deal values - Automated pipeline stage updates - Meeting booking status tracking - Deal and conversion tracking ### **Leads & activity** 05 **LP** **Leah Patel** Northgate Dental · owner Maya **$12,400** **Lead created** Source: Facebook lead · Oct 28 **Email sent** Step 1 · personalized intro **WhatsApp reply** “Can we talk Thursday?” **Meeting booked** Thu 11:00 AM · stage updated - Lead and contact management - Lead source tracking - Email and WhatsApp activity history - Lead activity timeline - CRM and outreach integration ### **Automation & AI** 03 When**Prospect replies** **Move to Replied** When**Meeting is booked** **Move to Meeting Booked** When**No reply in 3 days** **Send follow-up** **AI reply agent answered 9 questions today** Replies, last 30 days - AI-powered reply handling - Automated follow-up workflows - Sales pipeline analytics ### **Teams & agencies** 04 **Client pipelines**3 of 12 **Brightline Dental**42 deals$184k**MO****RK** **Harbor Logistics**27 deals$96k**PD** **Atlas Roofing**19 deals$61k**RK****PD** Roles**Admin****Account manager****Client view** **Meetings booked by client**This month 18 11 7 24 9 BrightlineHarborAtlasFieldwiseCrest - Lead ownership and assignment - Separate client pipelines for agencies - Team roles and permissions - Multi-client reporting ## **Spend less time updating your CRM. More time closing deals.** Your sales team should know which leads are interested, who needs a follow-up, and what's happening with every deal. GetReached CRM keeps your conversations, follow-ups, and sales pipeline connected, so you can focus on the next customer instead of updating another spreadsheet. [**Back to home **](https://getreached.io/) **LD** **Lumen Dental** Owner Maya · Source Facebook lead **$12,400** **New Lead**Oct 28 Added from a Facebook lead form **Contacted**Oct 29 Email step 1 sent **Replied**Oct 31 Replied on WhatsApp **Meeting Booked****Auto-updated**Just now Thu 11:00 AM · booked via your link **Won**— Next: close after the call 3 stage changes this week**0 typed by hand** ```json {"@context":"https://schema.org","@graph":[{"@id":"https://getreached.io/#website","@type":"WebSite","description":"GetReached is the outbound platform for email and WhatsApp — sequences, replies, follow-ups and booking in one place.","name":"GetReached","url":"https://getreached.io/"},{"@id":"https://getreached.io/pipeline#webpage","@type":"WebPage","description":"GetReached CRM keeps your sales pipeline organized as conversations happen — track leads, manage deals, automate follow-ups and see your progress in one place.","name":"Sales pipeline management","url":"https://getreached.io/pipeline","isPartOf":{"@id":"https://getreached.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://getreached.io/pipeline"]}]}]} ``` ## Sitemap See the full [sitemap](https://getreached.io/sitemap.md) for all pages.