PLATFORM MODULE
Make Your Sales Pipeline Visible, Actionable, and Easier to Manage
Great sales teams need more than a list of opportunities. Relecca gives teams a visual sales pipeline where deals can move through customizable stages while keeping customers, products, AI feedback, tasks, files, and activities connected.
Kanban Sales Pipeline
Visualize, track, and optimize your team's deal flow in real-time.
- Drag-and-Drop Stages: Visual cards represent opportunities. Simply slide them to advance their status.
- Multiple Pipelines: Create separate pipelines for different products, departments, or sales cycles.
- Custom Deal Stages: Rename, add, or toggle stages based on your custom sales methodology.
- Rich Deal Cards: Track deal values, expected close dates, linked organizations, reps, and custom fields.
Deal Workspace & AI Feedback
Close deals within the CRM while capturing critical operational reviews.
- Product Attachment: Link specific products/services from your catalog directly to deals.
- Time & Activity: Track how many hours are spent on each opportunity.
- AI Feedback Collection: Capture user feedback automatically after closing a deal to trigger operational workflows.
Ready to configure Sales Pipeline?
Get started in under 5 minutes. Import existing CSV lists or invite your team.
Live Interactive Sandbox
Interactive Pipeline Simulator
Move opportunities through stages to see metrics recalculate automatically.
Discovery
1Aventis Health
Cloud Migrations Stage 2
Demo
1ACME Corp
ACME Custom CRM Pilot
Proposal
1Equifax Norway
Core Security Consulting
Negotiation
1Zeta Global