Sales Pipeline Tracking
Feature Overview
Track customer lead stages and custom white-label product quotes.
Manage custom white-label quoting, recipe proposals, and customer onboarding stages. Maintain visibility over active opportunities and product development requests.
Module Capabilities
This feature is part of the CRM & Business Growth module. Track white-label quoting pipelines and assign team tasks to support scaling sales.
All logs maintain full revision history compliance tracking compliant with FSANZ and HACCP guidelines.
Related Platform Features
Task & Team Productivity
Assign tasks linked to customer inquiries or compliance renewals.
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Import and sync supplier and client contacts effortlessly.
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Single source of truth for all finished goods, bulk products, and raw materials.
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Export formatted single-file compliance dossiers for Coles, Woolworths, and Metcash onboarding.