Stages that match your process
Separate pipelines for different services, with stages such as New, Contacted, Viewing, Quote sent, Won, and Lost.
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Sales Pipelines & Lead Scoring
Sales pipelines and lead scoring that show every deal and its next step
Visual pipelines that show every deal, its value, stage, owner, and next step, with automation when deals move.
A pipeline shows every open opportunity as a card moving through your sales stages, from new enquiry to won or lost. Owners and managers see what is stuck, what is worth the most, and what needs action today. We build the stages around your real sales process and automate the routine moves.
See it set up for youNew
Roof repair$3,200
Contacted
Gutter clean$450
Quote sent
Siding$8,900
Won
Patio$5,100
Kitchen · Rivera$9,850
Moving to Won creates the invoice and a thank-you text.
Deals forgotten between steps
Without a pipeline, follow-up depends on memory. Quotes go unanswered, interested leads cool off, and nobody knows the value of business in progress.
Lead scoring
Call the warmest leads first
Scores rise with replies, visits and form answers, so the team knows where to spend the morning.
82Lead score
- Replied to text+20
- Viewed the quote twice+25
- Budget fits+15
- Booked a site visit+22
What it includes
What Sales Pipelines & Lead Scoring includes
Owners and values
Each opportunity has an owner, a value, a source, and a status.
Automation on stage changes
Moving a card can send a message, create a task, or notify a manager.
Lead scoring
Engagement scoring highlights the leads interacting most, so the team calls them first.
Pipeline reports
Conversion by stage, source, and team member, and value forecasts.
Pipeline reports
Where the money is waiting
Value by stage shows what is close to closing and where deals tend to stall.
Real situations
Real situations it handles
Real-estate leads
Leads move from New enquiry to Viewing booked, Offer made, and Closed. An alert fires if a lead sits in New for more than an hour.
Home-services quotes
Quotes waiting more than three days trigger an automatic follow-up and a task for the estimator.
Setup
How it works
- 01
Map stages
We document your sales steps.
- 02
Build
We build pipelines and automation.
- 03
Connect
Forms, calls, and chats create opportunities.
- 04
Train
We train sales staff and managers.
The Veliora team prepares
- Pipelines and stages
- Stage automations and alerts
- Lead scoring rules
- Pipeline reports
Your team manages
- Moving deals and logging outcomes
- Reviewing pipeline reports
Connected services
FAQ
Frequently asked questions
Can we have several pipelines?
Yes, one per product line, branch, or process.
Do stages update automatically?
Workflows can move opportunities when a form is submitted, an appointment is booked, or an invoice is paid.
Can managers see pipeline value?
Yes, value by stage and owner in reports.
Can salespeople see only their deals?
Permissions can limit users to their assigned opportunities.
See Sales Pipelines & Lead Scoring set up for your business
Tell us how your business works today. We show you how Veliora would be prepared for you, which parts are included in your subscription, and what usage fees, if any, apply.