on 7 July 2026
Sales pipeline management: follow every deal to the signature
DoliPlus includes a dedicated sales pipeline management tool that tracks each lead, from the first contact to the signature:
- a dashboard of all the deals in progress;
- follow-up dates, so no lead is ever forgotten;
- a success probability and a weighted revenue forecast for every opportunity;
- successive quotes for the same deal grouped together;
- custom fields, Excel export and attached documents (document management).
Therefore, you always know where each deal stands, and you steer your revenue forecasts with confidence. DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used across Europe.
Staging your sales steps with sales pipeline management
DoliPlus provides a dedicated tool to stage your sales steps, from the qualification of the opportunity to the closing of the deal. Thus, each lead moves forward through clear stages that the whole team shares.
In practice, the tool brings you:
- a dashboard to follow the deals in progress;
- follow-up date management, so you never lose a lead;
- a success probability and the calculation of the weighted revenue;
- the grouping of the successive quotes of the same deal;
- custom fields to adapt your sales process (status, family…);
- an Excel export of the data;
- the management of attached documents (document management system).
Why track your sales opportunities?
Without structured follow-up, a promising lead quickly gets lost: a forgotten follow-up, a quote left without an answer, a forecast impossible to keep. That is why this building block of customer relationship management changes the game.
You win on three fronts:
- clear visibility: you see at a glance which deals need a follow-up;
- reliable forecasts: the weighted revenue anticipates your future income;
- teamwork: everyone shares the same view of the leads in progress.
Moreover, since everything stays inside DoliPlus, your opportunities link directly to your quotes, your customers and your projects. Consequently, you avoid double entry and scattered tools. You can also cross-reference them with your sales areas.
Over time, you also build on your data. Indeed, the grouping of quotes and the Excel export help you analyse your conversion rates. As a result, you spot what works, and then you adjust your sales process.
Finally, sales pipeline management is not reserved for large sales teams. For example, a small business uses it simply to list its open deals, set the next follow-up date and never let an opportunity slip away.
Further reading
