Understanding pipelines, stages, deals, and tasks in CRM

❗️ Important
Please note that the Deals feature is still in beta. We can activate it on demand for your account.

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

Pipeline

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

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

Stages

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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 if the deal is more likely to be won or to be lost.

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

Deals

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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 to estimate future revenues.

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

Tasks

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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 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 CRM task.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.