Pipelines & Opportunities
Don't let sales pipelines intimidate you. JewelryBox.AI's Opportunities Pipeline is the world's first done for you tax sales pipeline and workflow management tool that helps jewelers generate more revenue.
Client Processes and System
A custom-made solution for your business:
We offer pipelines for all types of businesses, no matter what services and products you sell. The best part is that it's easy to create customized pipelines to fit any need - from billing and invoicing, to marketing and application development.
Stay organized with pipelines:
Using pipelines will not only help you stay on top of all your projects, but it will also make the process more transparent and accountable. That way, everyone knows who is responsible for what, when their task is due, and how much progress they've made so far.
Automate your processes with pipelines:
Pipelines are an excellent way to automate repetitive tasks and save time on tedious admin tasks that rob us of our most precious resource - time! Did we mention that some actions in your pipeline can even be triggered by an event?
Client Processes and System
A custom-made solution for your business:
We offer pipelines for all types of businesses, no matter what services and products you sell. The best part is that it's easy to create customized pipelines to fit any need - from billing and invoicing, to marketing and application development.
Stay organized with pipelines:
Using pipelines will not only help you stay on top of all your projects, but it will also make the process more transparent and accountable. That way, everyone knows who is responsible for what, when their task is due, and how much progress they've made so far.
Automate your processes with pipelines:
Pipelines are an excellent way to automate repetitive tasks and save time on tedious admin tasks that rob us of our most precious resource - time! Did we mention that some actions in your pipeline can even be triggered by an event?
Easy to Use
Drag and Drop contact stage:
Quickly add contacts to each stage in the pipeline with the simple click of a button. Dragging contacts across stages will automatically generate a new task for you as well as transfer them between pipelines as needed.
Email notifications:
Stay on top of all your tasks by setting email notifications for when it is time for communication with a contact in a specific stage. You can also set up automated emails that go out at specific points in the pipeline process or when you've reached a certain status with the contacts in your pipelines.
Automated tasks & reminders:
We'll automatically generate tasks for you based on where you are in the process, which will remind you what needs to be done next. We'll also generate automated tasks based on changes made to contacts on other stages of your pipeline, which gives you instant feedback
Where in my Pipeline
Save time, money, and resources:
Manage all phases of your sales process, from lead generation to account management. We'll help you stay in the loop at all times to save time and money on wasted efforts.
Huge benefits for small teams:
JewelryBox.AI is engineered for small sales team or one person businesses like yours. You can manage everything from lead generation to customer service, without investing heavily in time or resources.
