What is a sales funnel?

A sales funnel visually represents the steps required to sell your product or service. Watch how prospects behave as they navigate your funnel, adjust marketing and sales strategies where necessary and push curious prospects toward the decision to buy.

What report indicates where users start or exit the conversion funnel?

In Pipedrive, your deal conversion reports reveal where your prospects exit the conversion funnel. Funnel conversion reports clearly show the deal conversion rates between the stages in your pipeline. You can use the lead conversion report to score leads based on where they start in the funnel and identify when they convert to deals.

Do I need a sales funnel software or a CRM?

Sales funnel software can be a standalone product but works best when included with a full-service CRM. CRM software helps companies by storing important customer data, providing reporting and insights and managing customer relationships across the entire customer lifecycle.

How does a sales funnel work?

Sales funnels work by automating specific marketing and sales activities to move leads through a pre-determined flow to a purchase. Map out the phases and milestones in your sales process for leads to follow. Set up lead generation tactics (like chatbots or landing pages) to capture leads and move them to the next phase, whether that’s automated nurturing or contact from a sales rep.

Do small businesses need a sales funnel?

As an entrepreneur or small business owner, sales may be one of the many hats you wear. A sales funnel helps you track your prospects and nurture leads while juggling every other aspect of your business. Look for a sales funnel tool for beginners with time-saving features like email automation, autoresponders and a drop builder for simple marketing campaigns.

How sales funnel software is used in e-commerce?

Whether you’re selling an online course, tickets, consumer products or subscriptions to a membership site, you’re managing an e-commerce sales funnel. Sales funnel software inputs leads from marketing campaigns into your sales funnel with popups or landing pages like an email list opt-in. Sales funnel software tracks important milestones for leads in your pipeline like webinars, shopping carts, payment gateways and checkout. It can also help you run email marketing campaigns, track ongoing deals and forecast future sales.

Sales funnel software

Keep your pipeline moving with sales funnel software

Lack of accurate pipeline data can leave your sales reps unfocused and your managers in the dark.

Sales funnel software shows you how many open deals you have, which stage they’re in and which leads to focus on.

The right funnel software can nurture leads for you. With marketing automation like lead magnets and email marketing, you’ll nudge leads from awareness to purchase.

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Sales funnel software features

The best sales funnel software includes features for lead generation, contact management and marketing automation to save you time and optimize for conversions.

Marketing tools

Run email drip campaigns, webinars and A/B testing to attract leads and convert them into customers

Sales funnel tracking

Move leads from one stage to another with a simple drag-and-drop pipeline. View your pipeline in real time with visuals, metrics and reports.

Customer relationship management

Collect customer data, segment customers and track communications all in one place

Integrations

Improve productivity by integrating the most popular apps and tools with your CRM. Sync your data and add functionality, from accounting to video calls.

Templates

Set up a customizable sales funnel or choose from one of Pipedrive’s templates. Save time with templates for emails, workflow automations and more.

Funnel metrics

Track and leverage data such as the number of deals in your pipeline, average deal value, average deal close rate and average time to win deals

What to look for in sales funnel software

Broken processes, scattered tools and human errors hurt sales funnel management at most companies.

The best sales funnel software will aid and empower your sales team while using automation to nudge leads through your sales funnel.

Visual pipeline view: It’s hard to see the big picture from rows of data. Look for a platform with a visual interface, drag-and-drop functionality and a clean, interactive dashboard for insights.
Easy to set up and use: No two-day training or manual to read before you start. Just set up your pipeline phases, upload your contacts and start selling.
Automation time-savers: Look for a tool with workflow automations, templates and features designed to make your life easier.

Customize your funnel with Pipedrive’s sales funnel builder

No two sales funnels are alike. Whether you’re a small business, a unicorn or a global corporation, you can build any sales cycle with our sales funnel builder.

Keep tabs on deal status, monitor sales page performance and discover where leads fall through the cracks.

Use the drag-and-drop editor for fast funnel building and support your unique sales cycle with custom pipeline stages, fields and tags.

Reach new leads faster with automation

The faster you follow up with a lead, the higher your chance of a conversion. Tap into automation tools to capture and nurture leads without lifting a finger.

Maximize your team’s schedule and work across time zones to reach your target audience in real time.

Chatbot: Use this LeadBooster add-on feature to engage website visitors 24/7 and add leads to your funnel.
Email campaigns: Use the Campaigns add-on to set up automated emails and drip campaigns from Pipedrive or your favorite integration.
Leads Inbox: Compile inquiries from social media, email and web forms in one place, so you can skip the data entry and start selling.
Meeting scheduler: Book demos, send calendar requests and add video links, often in one click, to connect with prospects faster.

Map customer experiences with automated workflows

Nurturing leads is essential to closing sales, but mapping your sales funnel can be time-consuming.

Speed up your workflows by automating tasks based on trigger events. When a lead completes a desired action, like filling out a web form, Pipedrive automatically notifies your sales team to keep things moving.

Pipedrive equips sales reps with trusted data to engage each lead and guide them to your checkout page.

Forecast results confidently

To hit sales numbers and strategize properly, you need to have performance insights at your fingertips.

Tracking leads through each sales funnel stage lets you forecast likely deals with estimated revenue and close dates.

Use a sales pipeline to track progress and focus on areas for improvement, like getting deals from one stage to the next quicker and increasing deal value and volume.

Track marketing automation performance with powerful integrations and add-ons

Pipedrive’s Marketplace is loaded with apps and plugins, including email marketing software, calling apps and lead generation tools. Integrate your CRM with these top sales and marketing service providers and powerful add-ons to supercharge your funnel tracking.

Campaigns

Win your prospects’ attention with beautiful, customizable layouts and keep it with tracking, analytics and filtering features. Gain insightful marketing data with Pipedrive’s Campaigns add-on.

Wishpond

Engage your online audience and generate leads with marketing automation and a landing page builder. Create website popups and landing pages, run social media campaigns and send personalized emails with Wishpond.

FunnelFLARE

Supercharge your sales process with FunnelFLARE, a sales enablement platform created for Pipedrive. Save time with its sales power dialer and gain intelligence with live website insights and prospect reminders from the FunnelFLARE integration.

Aircall

Use advanced call center features to route calls to your teammates or click to dial a customer. Automatically log your calls and get the data you need before answering a call with Aircall.

Outgrow

Boost your marketing engagement with highly interactive content like quizzes and calculators. Import leads to Pipedrive and push for one-click upsells with over 1,000 outreach templates designed by Outgrow.

Slack

Keep everyone informed in real time. With Dealbot for Slack, update your team every time there’s movement in your sales funnel, from deals added to deals closed.

LeadBooster add-on

Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:

Chatbot

Live Chat

Prospector

Web Forms

Chatbot

Live Chat

Prospector

Web Forms

Starting from

$32.50

per company per month, billed annually
or $39 per company per month, billed monthly

Learn more

Monterail boosts conversion rates with sales funnel tools

Software company Monterail needed a sales funnel tool to minimize manual work and improve sales pipeline visibility

Monterail used Pipedrive’s workflow automations, deal management and insights to streamline productivity and manage its sales funnel. With Pipedrive’s sales funnel tools, the company’s conversion-to-call rate increased by 35%, while its call-to-qualified-customer conversion rate grew by 10%.

“Pipedrive organizes my work in such a useful way that I spend most of my workday inside it. This, in turn, gives me a lot of comfort at work, because I don’t have to waste time thinking about what stage my projects are on or what the next steps will be. Pipedrive sets the pace of my day.”

Read the case study

Sales funnel software FAQs

Whether you’re selling an online course, tickets, consumer products or subscriptions to a membership site, you’re managing an e-commerce sales funnel.

Sales funnel software inputs leads from marketing campaigns into your sales funnel with popups or landing pages like an email list opt-in.

Sales funnel software tracks important milestones for leads in your pipeline like webinars, shopping carts, payment gateways and checkout. It can also help you run email marketing campaigns, track ongoing deals and forecast future sales.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments