CRM Pipeline Generator
Building a CRM? Stop guessing stages. Generate a proven sales pipeline architecture tailored to your industry and deal type.
Select your business model to generate a best-practice CRM pipeline structure optimized for conversion.
CRM Pipeline Blueprint Generator
Most CRMs fail because the stages are undefined. Use this tool to generate a standardized Sales Pipeline that you can import directly into HubSpot, Salesforce, or GoHighLevel.
What's inside?
- Stage Names: Clear statuses like "Proposal Sent" vs "Negotiation".
- Probability Map: Know which deals are likely to close for better forecasting.
- Automation Triggers: We tell you exactly what should happen automatically at each stage.
- Reactivation: Don't delete lost leads—move them to a "Long Term Nurture" bucket.
Who is this for?
- Founders: Setting up their first CRM.
- Sales Managers: Cleaning up a messy pipeline.
- Agencies: Building systems for clients.
Frequently Asked Questions
Q: How many stages should I have? A: We typically recommend 6-8 active stages. Too few gives you no visibility; too many makes it hard to manage.
Q: Does this work for Service businesses? A: Yes, it allows you to toggle between "One-time" projects and "Recurring" retainers to adjust the fields.
Q: What fields should I track? A: By default: Name, Email, Phone, lead source, and Deal Value. Our tool adds specific fields based on your selected lead sources (e.g. UTM parameters for Ads).