Effective Sales Funnels

Vtiger CRM has everything you need to acquire leads and build lasting relationships. Use landing pages, web forms, email campaigns, and personalized sequences to generate and nurture leads.

Convert hot leads into deals and use Pipelines, Sales Stages, Journey tasks, Deal Score, Best Time to Contact and other features enabled by Calculus AI to have winning conversations.

vtiger sales funnel

What is a sales funnel?

Sales funnel is a stepwise process that includes all elements that help a prospect become a customer, from landing pages to acquire leads to payments processing to complete the sale.

Stages of a Vtiger Sales Funnel

Lead Forms

Lead Forms

Create integrated forms to automatically create Lead records in CRM when visitors submit their contact details on your website.

Email Marketing

Email Marketing

Segment your lists, and send beautiful emails to engage your leads.

Email Sequence

Email Sequences

Create persona-specific drip sequences to save time and improve conversion rates.

Configurable Sales pipeline

Configurable Sales pipelines

Create pipelines with different stages for items that have different sales cycles.

Deal Journey tasks

Deal Journey Tasks

Create Tasks for the salesperson to complete to advance the deal to the next stage.

Document Engagement

Document Engagement

Have an integrated document tracking to score deals and leads based on engagement with the documents shared with them.

Integrated Telephony

Integrated Telephony, Chat, SMS, Website tracking

Capture touch-points across all channels to have a unified view of client.

Quote template

Quote templates

Send proposals that are both beautiful and informative.



Use ready connectors to process payments via popular gateways such as Paypal and Stripe.

AI-enabled Lead scoring and Deal recommendations

Apply machine learning to continuously improve lead score accuracy and get deal recommendations by analyzing engagements and results on past deals.

How to manage a sales funnel?

Keys to having a successful sales funnel are:

Automated Lead capturing - Integrate your existing web forms or deploy Vtiger forms to your website to easily convert your visitors into leads.

Targeted Email and SMS Marketing - Use built-in email marketing features to nurture your leads and convert them into deals.

Smart lead scoring enabled by website & document engagement tracking.

Custom pipelines for items that require sales cycles.

One view enabled by multi-channel messaging.

Deal journey tasks to do timely follow-ups.

Customized Quote templates.

Automated payment processing.

Benefits of sales funnel

Make it easy for buyers to find your content and learn about your offerings and buy. Increase your revenue while saving time for your clients by creating a good sales funnel.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.


Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

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