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Understanding pipelines, stages, deals, companies, and tasks in Sales CRM

In this article, we will explain what are the different components of Sendinblue Sales CRM.



A pipeline is a defined set of stages used for tracking your sales process. Within your pipeline, there can be different deals that are all at a different stage of your sales process.

Using a CRM with a pipeline, such as Sendinblue Sales CRM, helps you keep track of the progress of your deals through the different stages of the pipeline, know the number of deals your sales team is managing, and estimate the value of your deals.



A stage is a step included in your pipeline. When you create a deal with a contact, you can start tracking the different stages of the deal to give you a clear idea of whether the deal is more likely to be won or to be lost.

To learn more about the default deal stages in Sendinblue Sales CRM, read What are the default pipeline deal stages in Sales CRM?.



A deal is an opportunity to sell your products or services. Deals usually come with custom deal stages, which will allow you to visualize your sales pipeline and estimate future revenues.

To learn how to create a deal, read Create a deal in the CRM.



A company is an organization that you interact with. You can save the organizations that you interact with as a company in Sendinblue and associate them with existing contacts. On the company details page, you can access and edit the company's information.

To learn how to create a company, read Add a company in the Sales CRM.



A task is a to-do item for a deal or a contact. When managing your relationship with your customers, it is important to maintain records and keep their CRM history updated. Sendinblue Sales CRM allows you to keep track of communication with your customers, from calls to emails and meetings.

To learn how to create a task, read Create a Sales CRM task.

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