Manage · Built within CRM Setup from CA$299; follow-up automation from CA$149
A lead pipeline where every enquiry has a stage, an owner and a next step
- Published
- Published
- Last reviewed
- Reviewed
The short answer
A lead pipeline is the defined path an enquiry follows from first contact to won or lost, with a stage, an owner and a next action on every record. Redenn builds it inside your CRM as part of CRM Setup from CA$299, wires your lead sources into it, and adds follow-up automation so stuck leads surface before they go cold.
What changes
- You can see every open lead and its stage on one screen
- Leads that have not moved in a set time are flagged to a person
- Quotes sent and quotes accepted are counted, so the close rate is known
- Lost reasons are recorded, so the pattern is visible
What is included
- Stage definitions with entry and exit rules
- Required next action and owner on every lead
- Stuck-lead alerts by stage and age
- Won and lost reasons captured
- Weekly pipeline summary by email
- Follow-up automation as an option
How it works
- 01
Define the stages
Five to seven stages with rules for moving between them, agreed with the people who sell.
- 02
Build
Stages, required fields, owners and alerts configured in the CRM.
- 03
Connect
Every lead source enters the pipeline at the right stage with its origin recorded.
- 04
Review weekly
A weekly summary of what moved, what is stuck and what was lost, and why.
Who this is for
Businesses where a sale takes several steps and several days: renovators and roofers quoting, realtors and brokers nurturing, manufacturers quoting configured work, law firms with consultations before engagement. Empire Framing Inc., a custom framing contractor working across Manitoba, Ontario, Alberta and the GTA, is the kind of business where quotes move through stages over time.
If sales close on the first call, a pipeline is overkill. Lead Follow-Up Automation on its own is enough.
How it works
A default pipeline for a quoting business. Stage names and rules are changed to match yours.
| Stage | Enters when | Leaves when | Automation |
|---|---|---|---|
| New | Lead arrives from any source | Contacted | Instant acknowledgement; alert to owner |
| Contacted | First conversation logged | Site visit or call booked | Reminder if no booking in 2 days |
| Quoted | Quote sent | Accepted or declined | Follow-up sequence over two weeks |
| Won | Quote accepted | Job scheduled | Onboarding email; job created |
| Lost | Declined or silent after follow-up | Closed with a reason | Reactivation check-in later, with consent |
What it costs
The pipeline is built as part of CRM Setup from CA$299. Lead Follow-Up Automation from CA$149 adds the reminders and escalations; CRM integration from CA$99 connects additional sources. The CRM vendor's subscription is paid to the vendor.
Limitations and honest notes
A pipeline is a discipline before it is a tool. Stages must be honest, and leads must be moved when things happen; the weekly summary shows quickly if they are not.
Redenn does not guarantee close rates. The pipeline makes the rate visible and shows where leads stall; improving it is sales work.
Reports are only as good as the data entered. Required fields by stage help, but they cannot fix a team that skips the CRM.
Questions
How many stages should a pipeline have?
Five to seven. Fewer hides where leads stall; more becomes a chore that nobody keeps current.
What counts as a stuck lead?
A lead that has sat in one stage past a limit you set, such as two days in New or two weeks in Quoted. The alert goes to the owner, then escalates.
Can I see the pipeline on my phone?
Yes. Established CRMs have mobile apps, and the weekly summary arrives by email.
Does it work for long sales cycles?
Yes. Stage age limits are set per stage, so a quote that legitimately takes a month is not flagged as stuck after a week.
Related
Services
- CRM SetupPipeline, fields, users, lead sources and contact import configured in your CRM, from CA$299.
- CRM IntegrationsForms, chat, booking, phone and ad lead forms feeding your CRM with the source recorded, from CA$99.
- Lead Follow-Up AutomationInstant reply, reminders and hand-off rules so no enquiry sits unanswered, from CA$149 one-time.
- Business DashboardLeads, jobs, bookings, cash and search data from your existing tools on one screen, quoted per project.
- Google Ads ManagementSearch campaigns, conversion tracking and landing pages in your own account; fee quoted, spend paid to Google.
Manage it. With lead pipeline.
Configure a website in minutes, or ask for a written quote. Quotes arrive within two business days.