Wix Pipelines
What are Wix Pipelines?
Wix Pipelines is a visual tool for managing workflows and funnels, integrated into Wix CRM. It allows businesses to create custom stages for any process, whether it's a sales funnel, a candidate hiring process, or client project management. In essence, it is a Kanban board where each card represents a deal, lead, or project (linked to a contact in the CRM), and the columns are the stages of the process. This provides a clear visual representation of where each task stands and helps to efficiently manage the process from start to finish.
How to use Wix Pipelines in your work?
A Sales Director or business owner sets up a new pipeline in the CRM section. They define the stages, for example: 'New Lead,' 'Qualification,' 'Proposal Sent,' 'Negotiation,' 'Deal Won.' When a new lead comes in through Wix Forms, it is automatically or manually added to the first column of the pipeline. Sales managers can drag and drop lead cards from stage to stage, add tasks and notes to them, and track the total value of potential deals at each stage. This allows the entire team to see the current status of all sales and coordinate their actions.
What advantages does it provide and what problems does it solve?
The main advantage of Wix Pipelines is the visualization and organization of the sales process and other workflows. The service solves the problem of chaotic lead management, where it's unclear who is responsible for what and at what stage a deal is. It provides a clear structure and helps standardize processes within the company. The platform allows for the analysis of the funnel's effectiveness: you can see at which stages the most leads get 'stuck' and work on improving these bottlenecks. For a Sales Director, it is an indispensable tool for sales forecasting and team management. Ultimately, Wix Pipelines helps to sell more and more systematically.
How to integrate Wix Pipelines with other services?
Wix Pipelines is an extension of Wix CRM and is tightly integrated with it. Each card in a pipeline is a contact from the CRM. It works perfectly in conjunction with Wix Automations: you can set up the automatic creation of a card in a pipeline when a specific Wix Form is submitted. You can also automate actions when a card is moved to a new stage, for example, automatically sending the client an email or creating an invoice in Wix Invoices when a deal moves to the 'Deal Won' stage. This transforms Pipelines from a simple board into an active and automated business process management tool.
