Sales Pipeline Links via Excel

Link projects to the right sales pipeline at scale. Export, fill in links and own numbers in Excel, and read it back in.

Customers & sales

Features

What Sales Pipeline Links via Excel does

Links projects to sales pipelines

Sets the own number on both project and sales pipeline

Export and import via Excel

Why

Linking projects afterwards is tedious to do one at a time. With Excel it becomes one task instead of a hundred.

Goes well with

Search company registers right from the address window and fill in or update the address with the correct details.

One window to create and maintain customers: contacts, invoicing details, debtor numbers, projects and history.

A sales window for the job: items, crew, rooms and costs in one place, with the schedule and quotation texts alongside.

We’re happy to show you how it works and set up a trial.