Pipeline stages
Lead, qualified, demo, proposal, negotiation, won/lost or your own stages.
Deals and forecast
A pipeline that shows what will actually close
Deal stages, values, owners, next steps and win/loss reasons stay in one place. Management sees a realistic forecast, not an optimistic list.
What you get
What's included
Value and probability
Deal value, expected close date, probability and weighted forecast.
Deal owner
Clear responsibility for each deal, account and next step.
Aging
Deals sitting too long in a stage get flagged before they go stale.
Lost reasons
Price, timing, competitor, no budget, no decision. Learn from lost deals.
Forecast
Forecast by owner, period, stage, product and segment.
How it works
From qualified lead to won deal
Create deal
From a lead or customer, with product interest, value, owner and close date.
Move through stages
Stages show the real sales state, while tasks keep follow-up visible.
Review forecast
Management sees weighted value, expected closes and risky deals.
Close won/lost
Closing stores the reason and updates the customer timeline.
FAQ
Frequently asked questions
Can pipeline stages be customized?
Yes. Stages can be configured around your sales process.
Can I track multiple products?
Yes. Deals can be tagged by product, segment, source and owner.
Is weighted forecast supported?
Yes. Probability and expected close date are used for realistic forecasting.
What about lost deals?
Lost reason stays stored for reporting and sales process improvement.
Related
Other Merot features
Contact
Have a question?
Ask about demo, pricing or a specific workflow. This is the same Merot contact form.