Services
Custom sales funnel and pipeline software for your sales team
Software that follows every lead from first capture to closed deal, using your own stages and rules, so you always know what is in the pipeline and what it is worth.
Sales funnel and sales pipeline software, explained
A sales funnel describes the buyer's journey: many leads enter at the top, and a smaller number become customers at the bottom. A sales pipeline describes the same journey from the seller's side, as a series of stages each deal moves through, such as qualified, proposal sent and negotiation.
Funnel and pipeline software puts both views in one system. It captures leads from every source, moves them through defined stages, shows who is responsible for the next step, and reports how many leads convert at each stage and how long they take.
OGLAT builds this software to order. Your stages, qualification rules, approval steps and reports are built in from the start, and the finished system is handed over to your sales team to run.
The Problem
What goes wrong without a proper pipeline
Leads that go cold
Enquiries arrive by form, phone, email and chat, and some are never followed up because nobody owns them.
Forecasts built on guesswork
Managers ask each rep for a number and add them up, with no shared definition of what a likely deal is.
No idea where deals stall
Without stage data, you cannot tell whether you are losing deals at first contact, at proposal or at pricing.
Every rep has their own system
Notebooks, spreadsheets and memory make it impossible to coach the team or cover for someone who is away.
What We Build
What we build into a funnel and pipeline system
The system covers the whole path from a new enquiry to a signed deal, and the numbers management needs to steer it.
Lead capture
Leads from website forms, landing pages, campaigns and manual entry collected into one queue, with the source recorded.
Qualification & scoring
Your own criteria applied to every lead, so the team spends time on the ones most likely to buy.
Pipeline board
A visual board of every open deal by stage, with value, owner, age and next action visible at a glance.
Tasks & follow-ups
Automatic reminders and next steps, so a deal never sits untouched because someone forgot.
Conversion reporting
Stage-by-stage conversion rates, time in stage, win and loss reasons, and performance by rep, source and product.
Forecasting
Expected revenue calculated from deal value and stage, giving management a forecast based on data.
How We Work
How a pipeline project runs
- 01
Define your stages
We agree what each stage means and what must be true for a deal to move forward, because a pipeline is only as useful as its definitions.
- 02
Connect the lead sources
Every place a lead can come from is wired into one intake, so nothing depends on someone copying it across.
- 03
Build the board and rules
The pipeline board, assignment rules and follow-up automation are built and tried with a few reps before the whole team moves over.
- 04
Launch with reporting
Reports and forecasts go live with the system, so management works from real numbers from the start.
Who It's For
Where this fits best
- B2B companies with a sales cycle of weeks or months
- Teams handling a high volume of inbound enquiries
- Businesses with several reps, branches or product lines to compare
- Sales leaders who need a forecast they can defend
FAQ
Questions we hear most
What is the difference between a sales funnel and a sales pipeline?
They describe the same process from two sides. The funnel is the buyer's view and measures how many leads move from one step to the next. The pipeline is the seller's view and tracks individual deals through stages. Good software reports on both.
Do you run our marketing or lead generation?
No. OGLAT builds the software. We design and develop the funnel and pipeline system, then hand it over for your sales and marketing teams to operate.
Can it work alongside the CRM we already have?
Yes. If your current CRM has an API, the pipeline system can read from it and write to it. If you have no CRM, or have outgrown yours, we can build both on one customer record.
Can we change the stages later?
Yes. Stages, required fields and automation rules are configurable by your administrators, because sales processes change as a business grows.
What reports will we get?
The standard set covers conversion by stage, average time in stage, win rate, loss reasons, forecast revenue and performance by rep and lead source. Because the system is custom, we add any report your management relies on.
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Learn moreReady to build with OGLAT?
Tell us what your team needs to run on, and we'll scope the system that gets you there.