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Create stages for quotes, customer decisions and the shipment or delivery steps you track.
Set how long a deal can stay in a stage before it needs attention.
Use deal values and the win probabilities you set for each stage to estimate pipeline revenue.
See the product quantities, prices and terms when a customer or colleague asks.
Update expected and actual dates as information becomes available.
Keep quotes, specifications, shipping files and invoice documents with the deal.
Create an assigned task when a deal reaches the stage you choose.
Set up customer emails for the deal stages you choose, with the right message and timing.
See who owns the deal and who is responsible for the next task.
Record purchasing, freight and other costs, with their currencies and supporting details.
Compare deal value with the costs you recorded to see the calculated profit and markup.
Record a problem and its assigned value against the deal. If you want it reflected in profit, add the amount to the deal’s Costs section.
Review customer conversations, meetings and notes before you reply.
See the deal's activity history before deciding what to do next.
Use owners, followers and privacy settings to give the right colleagues access.
Pipeline management software shows where deals stand and what needs a follow-up. CreamSoda keeps product offers, owners, tasks, documents and delivery dates with the deal. It supports B2B product sales alongside your warehouse and accounting systems.
Yes. Create and order stages to match your sales process. Set stage win probabilities for revenue estimates and choose when a deal should trigger a stalled-deal warning. Revenue estimates use your deal values and stage settings.
Yes. Set up workflows to create assigned tasks or send customer emails when selected deal changes occur. Choose the conditions and timing, and connect the email account used to send messages.
CreamSoda calculates selling-deal profit and markup from deal value and recorded costs. Claims record problems and their assigned value; they do not reduce profit by default. To include a claim in profit, add its amount to the deal’s Costs section. Check currencies and use your accounting system for reconciliation.
