Features · Lead Stages
Your sales process. Your stages.
Built the way your team works.
telecrm gives you a fully configurable lead workflow — fixed stage groups with unlimited customisation inside them, colour coding, automation triggers, and multi-pipeline support. Model your exact sales process without compromise.
Stage Structure
Four stage groups.
Infinite flexibility inside them.
The Active Stage
The Active stage is your pipeline.
Build it your way.
The Active stage is where all the action happens. Add as many statuses as your sales process needs — arranged in a funnel format as recommended by the telecrm team. Every stage represents a step closer to a close.
Add as many active stages as your sales process requires — no cap, no restrictions. Every business is different.
Every stage name can be edited to match your team's language. Call it what your reps actually say.
Stages are presented in a narrowing funnel — the telecrm-recommended format that shows how leads progress and where they drop off.
Stage Customisation
Edit, colour, and organise
every stage.
Every stage label can be edited. Every stage gets a colour. Active stages can be added, reordered, or deleted. Your pipeline looks exactly the way your team thinks about it.
Assign a colour to every stage — making your pipeline instantly scannable and visually distinct for every rep.
Rename stages to match your team's actual language — just the terms used every day. No confusing default names.
Add new stages to the Active group at any time, or delete ones that no longer fit your process. Initial, Won, and Lost groups are protected.
Custom Pipelines
Different products. Different teams.
Different pipelines.
Create multiple pipelines for different products, teams, or business units — each with its own stage structure, automation rules, and reporting. One CRM, many workflows.
Each pipeline has its own Active stage funnel, loss reasons, automation triggers, and reporting dashboard — completely independent from other pipelines in your telecrm account.
Stage-wise Automation
Every stage change triggers
the next action automatically.
Set automation rules that fire the moment a lead moves to a new stage — send a WhatsApp, assign a follow-up, notify a manager, or move the lead to the next pipeline. No manual steps. No dropped balls.
Define rules that fire automatically when a lead enters or exits any stage — no manual intervention required from your team.
Each trigger can fire multiple actions in sequence — send a WhatsApp, schedule a follow-up, and notify a manager, all from a single stage move.
When a deal closes in one pipeline, automatically move the record to the next — e.g. from Sales to Post-Sales — without any manual reassignment.
Are you ready
to get started?
No jargon. We'll show you exactly how telecrm works for your business — your industry, your team size, your lead sources. The demo is free. The setup is guided. The commitment is yours to make when you're ready.
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FAQ
Your questions, answered plainly.
Can I customise my sales stages?
Yes — build the exact sales funnel your business needs, the way your team works.
How are stages organised?
Into four stage groups with flexibility inside each; the Active stage group is your live pipeline.
Can I run different pipelines for different products or teams?
Yes — different products and teams can have entirely different pipelines.
Can I edit and colour-code stages?
Yes — edit, colour, and organise every stage as you like.