- Features
- Pipeline View
Your pipeline, your style.
The pipeline view in Bigin is flexible so you can adjust all your pipelines and their stages to always have the information you need right in front of you. The best pipeline view in a CRM ever!
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- View all your active deals in their respective stages in your pipeline
- Move stages along the pipeline easily
- Add new stages right from your pipeline
- Get a clear stage summary of your deals
- Collapse stages for better clarity
- Resize stages to your preference
- Switch between multiple pipelines effortlessly
- Setup stage transition rules for a thorough pipeline progression
- Restrict closure to stages to avoid accidental deal closings.
View your deals in stages
The pipeline view's main purpose is to split your deals into stages in your pipeline. Your leads pass through a range of stages in your pipeline from acquiring a new lead to successfully converting leads into customers. You can create your own stages to suit your business better or edit existing stages. As a deal progresses towards conversion, you can move it to the next stage.
You can always change to the list view if you don't need to view your deals and stages in a pipeline.
Move stages along the pipeline
We understand you might want to rearrange stages in your pipeline depending on how you operate as a business. Which is why you can easily drag -and drop stages from one place to another in your pipeline. You can also rearrange them from the Pipelines tab in Settings.
Add new stages instantly
If you need a new stage, just click Add New Stage from any existing stage and instantly create a new stage right next to it. You can then start adding fields in this newly created stage directly.
Get a clear stage summary of your deals
The stage summary gives you an overview of the progress of all your deals through the stages of your pipeline. It also solves another problem. If your pipelines are long, you don't want to scroll to a specific stage every time. So quit scrolling and simply click on any stage from the stage summary and you'll be taken directly to that stage.
Collapse stages for more focus
If you have a lot going on in your pipeline, you may want to hide some of the less important stages for better clarity. You can now collapse stages that aren't a priority and save that space for stages that need your attention. You can expand them back to their original size whenever you want.
Resize stages to your preference
Drag and resize stages to your preference. Increasing the stage size helps you view every deal inside a stage in full detail, while reducing the stage size gives you room for more visible stages in your pipeline.
Stage Transition Rules leave no loose ends
With Stage Transition Rules, admins can set up a checkpoint for other users before they move a deal to another stage. It is a small form that you can set up to ask for more details about the transition, every time someone tries to move a deal to a particular stage.
Stage Transition Rules ensure that users fill in important information like changes in closing date, payment received, or even write a brief description on the deal's status, to make sure the deal qualifies to be moved to a particular stage on the pipeline. This ensures a thorough pipeline transition that leaves no loose ends.
Foolproof pipelines with Restrict Closure
Restrict closure is a clever trick that is up Stage Transition Rules' sleeve. If admins apply "restrict closure" Bigin won't let other users close deals directly from that stage. This means that users will be able to drag and drop deals between other stages, but won't be able to close it. You can choose to apply "restrict closure" to all stages or just to a specific stage. It's like baby-proofing your pipeline!
FAQs
The pipeline view lays out your active deals by stage, so you can see at a glance where each one stands on its way to closing. Your leads move through the stages of your pipeline, from a new lead to a converted customer, and the view keeps that whole picture in front of you.
Yes. As a deal progresses toward closing, you move it along to the next stage in your pipeline, so the view always reflects where things actually are. Keeping deals in the right stage is what gives you an accurate read on your pipeline.
Yes. You can build your own stages to match how your business works, or edit the existing ones so they fit your process. The pipeline isn't fixed to a set template—you shape the stages around the way you actually sell.
Yes. Click Add New Stage from any existing stage, and Bigin creates a new one right next to it. You can then start adding fields to that stage straight away, without going elsewhere to set it up.
Yes. You can drag and drop stages to reorder them in the pipeline whenever your process changes. If you'd rather do it in settings, you can also rearrange them in the Pipelines tab.
The stage summary provides an overview of how all your deals are progressing through your pipeline. It also saves you scrolling: In a long pipeline, you can click any stage in the summary and jump straight to it.
Yes. You can collapse the stages that aren't a priority to clear space for the ones that need your attention, then expand them again whenever you want. You can also resize stages by dragging—make one bigger to see every deal in full detail, or smaller to fit more stages on screen.
Yes. With stage transition rules, an admin can set up a checkpoint that appears when someone tries to move a deal into a particular stage. It's a short form asking for the details that matter, like a changed closing date, payment received, or a quick note on the deal's status, so the deal only moves once it qualifies.
Yes. Stage transition rules include a restrict closure option: When an admin turns it on, other users can still drag deals between stages but can't close them from that stage. You can apply it to every stage or just a specific one, depending on where you want that safeguard.
Yes. If you don't need to see your deals arranged in stages, you can switch to the list view instead. That gives you another way to work through your deals when a stage-by-stage layout isn't what you need.
Trusted by 50,000 small businesses globally
The deal pipeline is very well-thought-out, easy and intuitive to use, and allows to maintain a sales system where any crew member can pick up and close regardless of who has made the first contact.
Bigin has become an integral part of our business. It’s absolutely functional, easy to set up, and cost-efficient. It has helped me tighten weekly reviews and build an effective customer follow up strategy. It is ideal for young startups and businesses which require a funnel management system for sales and service.
We were looking for a simple CRM to manage our contacts and deals and Bigin came to our rescue. Our team loves Bigin for its simplicity and it was exactly what we were looking for. Right from creating a contact to managing workflows and deals, Bigin is so user friendly that our team’s productivity has improved a lot. Just Bigin!
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