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Pipeline Management & Forecasting

Pipeline Management & Forecasting

Give your sales team more time to sell. Achieve data accuracy and greater business insights. Create custom views without custom code, and watch CRM adoption rise.

Accurate Forecasts, Without Spreadsheets

Deliver forecasts directly in your CRM. Visualize and update opportunity data in a flexible, matrix-style report, showing the totals of each grouping and category. Edit records from any object—even unrelated or custom—without leaving the workspace.

Easier Pipeline & Opportunity Management

Make it easy for your team to quickly update opportunities and related information from a single screen, just like a spreadsheet. Quickly configure custom views for any user or team. Get the real-time, comprehensive visibility you need to move deals quickly through the pipeline.

Simplified Revenue Scheduling

Easily visualize and reconcile quantity and revenue schedules that are distributed over time. Inline edit, mass update, and filter with ease, all from one screen.

Ready to streamline sales processes?

One Interface—Countless Benefits

The features you need to accelerate revenue

Inline Create, Edit, Clone, & Delete

See and update layers of information from a single screen with our easy to use and configure inline editing functionality.

Mass Create, Update, & Delete

Save time and reduce clicks for each user that manages your enterprise data with bulk actions and mass updates.

Multi-object & Cross-object Filters

Quickly sort and filter the exact information that you want to see from any records—even multi-object, cross object, unrelated, or custom objects.

Conditional Formatting

Set predefined rules and easily configure color coding to draw attention to your most urgent records for any user.

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Let us show you how AppBuddy can increase your team's productivity and your company's bottom line.