A sales pipeline your team will actually keep updated
Pipelines die when updating them is harder than selling. Small teams need a board they can read in five seconds and update in two clicks — not a CRM that demands its own administrator.
ERP Mobi's pipeline is a visual board of your deals by stage, connected to contacts, activities and proposals, and — because it lives inside an ERP — to the revenue those deals become.
Everything a deal needs, in one card
Each opportunity carries the context your team needs to move it forward:
- Stage, value and expected close, visible on the board
- The contact and company, from your central registry
- Activities: calls, meetings and tasks with due dates
- Proposals generated from your service catalog, tracked per deal
From won deal to revenue, without re-typing
In a standalone CRM, 'Closed Won' is where the data's journey ends. In ERP Mobi it's where finance picks it up: the win becomes a receivable, the proposal informs the invoice, and reports can finally answer 'how much of the pipeline turned into cash?'
Frequently asked questions
Can I customize pipeline stages?
Yes. Stages are configurable so the board mirrors how your team actually sells.
Can each salesperson see only their deals?
Yes. Role-based permissions let salespeople work their own deals while managers see the whole pipeline.
Is the pipeline part of a separate CRM product?
No — it is built into ERP Mobi. One login, one customer database, one subscription.