Ivorey Helps Women

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WATCH A BEHIND THE SCENES WALKTHROUGH OF SALES PIPELINES

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  • Visually track every lead from discovery to payment

  • Build sales pipelines tailored to your unique offer flow

  • Drag and drop leads through each custom stage

  • Trigger proposals, invoices, and tasks with built-in workflows

  • Differentiate lost vs. abandoned leads for clearer reporting

  • Automate reminders, follow-ups, and sales notifications

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Frequently Asked Questions

ABOUT SALES PIPELINES

What is a pipeline in Ivorey?

A pipeline is a visual board where you can track leads or clients through custom stages of your sales or service journey.

Can I have different pipelines for different services?

Yes! You can create multiple pipelines for sales, onboarding, offboarding - or anything else you need to manage.

Do I need to use automations to move leads?

Nope. You can move leads manually or set up workflows to automate actions once your process is solid.

How do I track a proposal or invoice from a pipeline?

Ivorey links your sales pipeline to your proposals and invoicing tools, so you can see when someone accepts, signs, and pays - all in one view.

Can I use pipelines without sending proposals?

Absolutely. Pipelines can support all kinds of journeys, not just sales.

Can I customise the stages in my pipeline?

Yes, you can create and name each stage to match your exact process - nothing is pre-set or forced.

Will I get reminders to follow up with leads?

Yes. You can add tasks, notes, and reminders directly to each lead card - or set automations to follow up for you.

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Booking CALENDARS

Booking a sales call can automatically add a lead to your pipeline and trigger the next steps.

Proposals & INVOICING

Send a proposal or invoice directly from your pipeline with no extra tools or tabs.

CRM

Track every pipeline stage inside your client’s profile so you can stay on top of conversations and deals.

Add on a Communities

With Ivorey Communities, you can create a private, supportive space where leads and clients can interact, ask questions, and stay engaged with your brand over time.

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