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SALES PIPELINE

See Every Opportunity. Know What Comes Next.

Keep leads, opportunities and follow-up organized from first conversation through to close.

OBMHub gives your team a clear view of where every opportunity sits, what needs attention and which conversations need to keep moving.

OBMHub / Opportunities
SALES PIPELINE Opportunities
NEW LEAD 3
Sarah Mitchell Website Enquiry
$2,400 Today
James Carter Discovery Call
$1,850 Today
FOLLOW-UP 2
Emily Parker Proposal Requested
$4,200 2h ago
Mark Wilson Call Completed
$3,100 Yesterday
PROPOSAL 2
Olivia Brown Proposal Sent
$5,800 Today
WON 1
Daniel Smith Closed Won
$6,500 ✓
PIPELINE VALUE $23,850 8 active opportunities
YOUR SALES PROCESS AT A GLANCE

Keep Opportunities Moving Without Losing Track.

Build a sales process around the way your business actually works, then give your team one clear place to see what's happening.

01
▥

Custom Pipeline Stages

Create stages that reflect your actual customer journey, from new enquiry through to won or lost.

02
⌘

Multiple Pipelines

Keep different services, teams or sales processes organized without forcing everything into one workflow.

03
⚡

Automated Movement

Use workflows and automation to support follow-up and move opportunities through your process.

FROM FIRST CONTACT TO CLOSED DEAL

Map The Journey. See Where Every Lead Stands.

Turn your sales process into a clear set of stages so your team can see where opportunities are moving—and where they need attention.

01
+

New Lead

A new opportunity enters your pipeline.

→
02
☎

Contacted

Your team begins the conversation.

→
03
◇

Qualified

Confirm fit and understand what they need.

→
04
✎

Proposal

Move the opportunity toward a decision.

→
05
✓

Won

Turn the opportunity into a customer.

PIPELINE VISIBILITY

Nothing Falls Through The Cracks.

When every opportunity is visible, it's easier to see what needs attention before a potential customer goes quiet.

Filter opportunities, see where leads are sitting and give your team a clearer view of the next action.

  • ✓ See opportunities by stage
  • ✓ Keep ownership clear
  • ✓ Spot leads waiting for follow-up
  • ✓ Track opportunity value
OPPORTUNITIES Needs Attention
4 OPEN
EP
Emily Parker Proposal • $4,200
FOLLOW UP
JC
James Carter Qualified • $1,850
TODAY
MW
Mark Wilson Discovery • $3,100
OVERDUE
OB
Olivia Brown Proposal • $5,800
TOMORROW
AT A GLANCE

See What's Happening Across Your Pipeline.

Get a clearer picture of active opportunities, pipeline value and where prospects are sitting in your sales process.

OPEN OPPORTUNITIES 24 Across all stages
PIPELINE VALUE $67,850 Active opportunities
WON THIS MONTH $18,400 Closed opportunities
NEEDS FOLLOW-UP 6 Action required
OPPORTUNITIES BY STAGE
New Lead
8
Contacted
6
Qualified
5
Proposal
3
Won
2
CURRENT PIPELINE $67,850
24

ACTIVE
OPPORTUNITIES

PIPELINE + AUTOMATION

Let The Pipeline Trigger The Next Step.

Your pipeline doesn't have to be a board your team manually checks all day.

Connect pipeline stages with workflows so changes in an opportunity can help trigger follow-up, tasks and internal actions.

01
OPPORTUNITY MOVES TO Proposal Sent
↓
02
WORKFLOW STARTS Follow-Up Sequence
↓
03
AUTOMATIC ACTION Send SMS + Email
↓
✓
NEXT STEP Team Task Created
NEW 8 $14,200
QUALIFIED 5 $21,400
PROPOSAL 3 $17,800
WON 2 $9,600
ONE PLATFORM. DIFFERENT PROCESSES.

Build Pipelines Around How Your Business Works.

Not every opportunity follows the same journey. Create separate pipelines when different services, teams or processes need their own stages.

Keep each process organized without losing the bigger picture of what's happening across the business.

SEE THE PIPELINE IN ACTION

See How Opportunities Move Through OBMHub.

Take a closer look at how your team can organize opportunities, track stages and keep the next action visible.

WATCH THE DEMO
MORE THAN JUST SOFTWARE

Build Your Sales System With Support Behind You.

OBMHub combines the platform with training, guidance and support to help you actually put the tools to work.

01

Live Masterclasses

Learn practical ways to use the platform.

02

Working Bees

Build and implement alongside the team.

03

Ask Chantal AI

Get marketing guidance when you need it.

04

Personal Onboarding

Get help setting up your account.

05

Private Community

Connect with other business owners.

06

Live Support

Get real human help when you need it.

GIVE EVERY OPPORTUNITY A CLEAR NEXT STEP

See The Pipeline. Move The Opportunity.

Bring your leads, opportunities and follow-up into one clear sales process your team can actually see and manage.

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