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How to organize your sales pipeline like a pro as a solopreneur!
- Published : July 8, 2025
- Last Updated : July 8, 2025
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- 5 Min Read
Running solo? You're not alone.
You wear all the hats: founder, marketer, salesperson, and maybe even delivery driver. But how do you keep track of your leads and deals without dropping the ball?
Most solopreneurs don't have a structured sales process, and it shows.
Starting out with just a spreadsheet and a big dream seems easy at first. But as clients and deals roll in, things get messy fast.
What if there was a better, easier way to manage your business without a team—and without the chaos?
First, let's bust a couple of myths:
CRMs are only for big businesses.
You need a sales team to boost sales.
The truth? If you're a solopreneur, you don't need a team to grow your business; you just need a simple, powerful CRM to build solid customer relationships and win more clients. That's exactly what a CRM like Bigin does!
What is a sales pipeline, and why do you need one?
Imagine your sales process as a journey from initial inquiry to closed deal. A sales pipeline is a visual roadmap of that journey.
At its core, a pipeline helps you:
Organize your leads.
Track progress through stages.
Take timely actions to close deals.
Why it matters (especially when you're on your own)
Keeps you focused
Stop juggling leads in your head or scattered across spreadsheets. A pipeline helps you prioritize what matters.
Helps you spot drop-offs
Are leads ghosting after a demo? Not replying after you send a proposal? Your pipeline shows you exactly where deals stall, so you can act accordingly. With Bigin, you can even track if your email has been opened or bounced to sharpen up your follow-up strategy.
Increases conversions
Consistency closes deals. With Bigin, simply drag and drop deals between stages and never miss a step in your customer’s journey.
Here's what solopreneurs can automate every day with Bigin
Send welcome emails for new inquiries
Automatically send a welcome email as soon as a potential client fills out your inquiry form. With Bigin's no-code smart forms, your client's details are automatically saved in the Contacts module—no manual entry necessary!
Set follow-up reminders
Missed follow-ups equal missed sales. With Bigin's simple workflow automation, you can set up automatic follow-up emails three days after your client hasn't reached out to you after initially showing interest in your product or service.
Automatically send mails, documents, and files
Sending marketing materials after every inquiry can get repetitive, especially when you're doing it all alone. With Bigin, you can set up a workflow that automatically emails resources when a deal moves from Interested to Proposal Sent. Just set the conditions once and let Bigin handle the rest.
Automate calls and stay on top of conversations
As a solopreneur, managing calls on your own can get overwhelming, but with Bigin, it's easy to automate. Set up smart workflows that route or forward calls based on time or availability, integrate with platforms like JustCall or KrispCall to make and receive calls directly in Bigin, and automatically log every call under the right contact or deal. You can also use workflows to schedule follow-ups, send post-call messages, or trigger tasks—all without lifting a finger.
And it gets even better.....
Built for solopreneurs
Lightweight, fast, and easy to use
Affordable pricing tailored for solopreneurs
No bloat—just what you need
No learning curve and mobile-friendly
Easy to set up in under 30 minutes
Clean, intuitive interface
Full mobile app for iOS and Android
Powerful integrations that just work
Email and Calendar: Gmail, Outlook, Google Calendar
Productivity tools: Google Workspace, Microsoft 365
Automation
Zapier: Connect with Trello, Slack, Zoom, and more
Zoho Flow: No-code automation between apps
Developer APIs: For custom-built solutions
Explore the Bigin Marketplace
Discover third-party solutions in Bigin's Marketplace. Developers can build and publish custom integrations and earn revenue from user subscriptions—all through the Bigin Developer Center.
→ [Learn more]
Step-by-step: Setting up your first pipeline
Define your sales stages
Start simple:
New Lead
Contacted
Demo/Meeting
Proposal Sent
Negotiation
Closed-won/Closed-lost
On the other hand, if you're not sure where to begin, Bigin offers a wide range of ready-made pipelines tailored to different business types. Just choose the template that fits your process and get started in no time—without guesswork or setup stress!
Add client details with just a click
In Bigin, just click the + button and fill in the details, and your deal/record/client info appears in the correct pipeline stage. <Learn more>
Go beyond sales: Use team pipelines for every customer-facing operation
Your sales pipeline is just the beginning. With Bigin's Team Pipelines, you can create dedicated pipelines for different parts of your business so everything stays organized, focused, and in one place. Here are some examples:
Marketing pipeline - Track leads, email campaigns, or ad responses.
Support pipeline - Manage customer issues, service requests, or ticket statuses.
Feedback pipeline - Collect testimonials and reviews from your clients.
Organize further with sub-pipelines
Inside each team pipeline, you can create sub-pipelines to handle smaller, more specific processes. For instance, in a Customer Feedback Pipeline, you might have a sub-pipeline for testimonials from individual clients and another for corporate client feedback.
Each sub-pipeline has its own stages, so you can track different processes independently without clutter or confusion.
Avoid these common pipeline mistakes
Don't keep everything in spreadsheets
Spreadsheets feel easy at first, but quickly become cluttered and error-prone. As your business grows, searching for information or tracking stages becomes frustrating and inefficient. A CRM like Bigin can add structure, clarity, and automation to your workflow.
Don't rely on memory for follow-ups
Without reminders, follow-ups slip through the cracks. With Bigin, you can automate tasks like follow-up emails, log calls with notes, and send personalized messages so you're always on point, without having to remember it all.
Don't use unclear terminology
In spreadsheets, all contacts look the same. In Bigin, every deal is placed in a clear stage—like Contacted, Proposal Sent, or Negotiation—so you know exactly what your next move should be. And yes, you can customize these stages to suit your flow. Simply click on the deal and you'll have a 360° view of your client's journey with you.
Smart tips to keep your pipeline running smoothly
Stay on top of every deal with smart follow-ups and reminders
Never miss a beat with Bigin’s smart automation. Set up timely follow-up emails, meeting reminders, or check-ins—so you can nurture leads and close deals without manual effort.
Track progress visually
Bigin's drag-and-drop pipeline gives you instant visibility. Move deals between stages with a swipe, spot bottlenecks, and act fast—all without digging through spreadsheets.
Avoid duplicates
Duplicate records create confusion and lead to missed opportunities. Bigin automatically detects and helps you merge duplicate records to keep your pipeline clean and accurate.
Keep deal info clean and consistent
Fill essential fields (contact info, deal value, stage), regularly review and clean outdated deals, and use custom fields only for what really matters.
Bonus tips to help you stay on top
Block 15 minutes per day to update your pipeline.
Use email templates and mass emails for follow-ups.
Set up automations to move deals/stages based on activity.
You don't need a team to sell like a pro
Your sales process doesn't need to be complex; it just needs a CRM like Bigin!.
Set up your pipeline today and start closing deals like a pro—even if you're a one-person army!
