Delivery managementNew
Win the deal and the plan builds itself, with every job on one Gantt and the knock-on of any change shown first.
More on delivery managementIceBubble CRM
Sales pipeline
Every enquiry on one board, from first call to won, with the money in each stage at the top. Win a deal and it turns straight into work.
Sound familiar?
- Enquiries come in by phone, email and the website, and some never get followed up.
- Nobody can say what is in the pipeline without opening a spreadsheet.
- A quote goes out and then nothing happens for three weeks.
- The job is won, and the details get typed in again somewhere else.
The pipeline keeps every deal in one place, shows you which ones have gone quiet, and hands the won work straight to delivery.
How it works
1Every deal on one board
Deals sit as cards in their stage, from new to won. Each card shows the client, what the work is, its value and its chance of winning, how long it has sat in the stage, and when it starts.
Why it matters: you can see the whole pipeline in one look, and what each stage is worth.
2The numbers that matter at the top
Open value and number of deals, the value weighted by chance, what you have won this month, and how many deals have gone quiet with no change in 14 days.
Why it matters: you know where you stand before the Monday meeting starts.
3Quotes and deposits from the deal
Raise a quote from the deal, take a deposit by card through Stripe, and send the invoice to your accounts package. Everything stays attached to the deal.
Why it matters: no hunting for the latest quote or wondering whether the deposit came in.
4Book the meeting from the board
Book a meeting or log a call straight from the deal, so the next step is in the diary and the history is on the record.
Why it matters: whoever picks the deal up next can see exactly where it got to.
5Won deals become work
Mark a deal as won and the jobs are created, or a full delivery plan if the work needs one. Sales and delivery work from the same record.
Why it matters: there is no gap between winning the work and planning it, and nothing is typed twice.
Winning a deal creates its jobs
Part of the CRM, not bolted on
The pipeline is where most work in IceBubble CRM starts. Contacts and clients come from the same records your helpdesk and campaigns use, calls and meetings land in the activity calendar, and a won deal flows straight into jobs, delivery plans, invoices and reports.
Works with
Campaigns and calling
Plan a campaign, work the call list, log outcomes in a click and see meetings booked as they happen.
More on campaigns and calling
Reports and AI summaries
Build your own reports and dashboards, and start each day with an AI summary of sales, jobs and support.
More on reports and AI summariesFrequently asked questions
Can we change the stages?
Yes. The stages are set up to match how you sell, and we can help you get them right at the start.
Can we take a deposit when a quote is accepted?
Yes. Deposits and payments can be taken by card with Stripe, straight from the quote.
Does it connect to our accounts package?
Yes. Invoices go to Xero, QuickBooks Online, Sage or FreeAgent without anyone rekeying them.
Can we bring our deals across from another CRM?
Yes. There are direct imports from HubSpot and Zoho, and Excel or CSV for anything else. See moving from another CRM.
See it working on your own work
Book a demo and we'll show you IceBubble CRM with examples from your kind of business, answer your questions, and tell you honestly whether it fits.
Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.