Retention Rate
Industry average: 50%
WHY IS OUR RETENTION RATE SO HIGH?
Scalable solutions
Industry specialists
Proven results
CLIENT SATISFACTION SCORE
Industry average: 72%
WHY IS OUR SATISFACTION SCORE SO HIGH?
Project management
ROI tracking
Diverse skillsets
“I have 16 years of industry experience, and WebFX is the best agency I’ve ever worked with.”
Flavia A, Review from Clutch.co
Rated 4.8/5 stars on G2
Rated 4.9/5 stars on Clutch
HIGHER NPS® SCORE THAN
Industry average: 16
WHY IS OUR NPS SO HIGH?
Turn-key solutions
Real business results
Consistent communication
Sales Pipeline Management Software Services
Nutshell and RevenueCloudFX are the perfect duo for sales pipeline management. From first contact to conversion, our pipeline management software helps you track your prospects more effectively so you can maximize sales for your business.
What do our sales pipeline managment services include?
With our customizable sales pipeline management services, you’ll get everything you need for your digital marketing campaigns, from the strategies to the specialists. Ready to get started? Contact us online today!
Access to RevenueCloudFX
Access to RevenueCloudFX
RevenueCloudFX –– The marketing strategy insider
The first component of our pipeline management software is RevenueCloudFX. This platform is our marketing performance software that enables you to make strategic decisions that boost ROI for your business.
Our marketing platform uses artificial intelligence (AI) powered by IBM Watson to help you get more valuable insights from your marketing by analyzing billions of data points.
RevenueCloudFX provides you with everything you need to manage the marketing part of your sales pipeline. This platform can help you deliver content to your audience at the right time, manage leads, and personalize their experience to help you move them down the sales pipeline.
Access to Nutshell
Access to Nutshell
Nutshell –– The customer insight analyzer
If you want to market your business effectively, you need to know how to market to your customers. With Nutshell, you can gain valuable insight into your customers and use that data to make actionable decisions that move leads through the sales pipeline.
Here’s what you get with Nutshell:
- Lead management: Nutshell enables you to manage leads through your form submissions, so your sales team can contact leads faster.
- Marketing and sales data management: With Nutshell, you can actively track critical marketing data like web session history, visit duration, and lead source. This data will help inform your sales team which channels are driving sales.
- Notations: With each new lead you obtain, you can add notes to remember key details about prospects. This feature makes it easier for your sales team to build relationships with prospects that can help you earn more sales.
- Custom dashboard: Nutshell enables you to create a CRM dashboard built for you and your sales pipeline. You can create custom follow-up actions and use the dashboard to plan your day. From setting due dates to assigning tasks, you can optimize your sales process in the way that’s best for your team.
- Contact management: Say goodbye to spreadsheets! With Nutshell, you can manage all your sales contacts in a single thread, which helps you streamline the information-sharing process.
With these key features used in combination with RevenueCloudFX’s features, you have one of the most powerful sales pipeline tools to help you get more from your leads.
Track your marketing efforts
Track your marketing efforts
WIth a sales pipeline management software, you have the ability to track the effectiveness of your marketing to your customers. Not only can you figure out what marketing tactics work, but you can also refine your marketing strategy to reach people more effectively. You can use the data in your sales pipeline management software to deliver the right information at the right time to your target audience.
CRM integration
CRM integration
Our customer relationship management (CRM) software integrates seamlessly with our ROI tracking platform, RevenueCloudFX, to deliver a one-two power punch to managing your sales pipeline. We make it easier for you to tie your sales and marketing data together to maximize your marketing.
And more!
And more!
Transparent Pricing for Sales Pipeline Management Software
Maximize the value of your lead gen efforts with sales pipeline management software that helps sellers close more deals through a seller-friendly design, workflow automations, and AI. See our sales pipeline management software in-action by requesting a proposal today!
Sales Pipeline Management Software Starting At
via RevenueCloudFX
Technology for Smarter Marketing
RevenueCloudFX is our proprietary marketing software built to enable our client’s website strategies and digital campaigns.
With 20+ different features, this client-exclusive platform makes it easier than ever to track digital marketing performance and make strategic decisions.
20%
$500K+
1+ billion
20%
$500K+
1+ billion
Your search for sales pipeline management services ends here
When your company partners with WebFX, you:
Get dedicated support
You’ll get a dedicated support specialist that can help answer any questions or solve problems quickly so you can continue driving leads and sales for your business. You’ll receive monthly consultations with your support specialist to get helpful tips and advice on improving your sales pipeline for your business. With ongoing support, you can feel confident you’re getting the most from our pipeline management software.
Partner with experts in marketing
When you choose sales pipeline management software, you want to get it from experts who know marketing. At WebFX, our sales pipeline software is backed by over two decades of experience. With all our experience in marketing, we built sales pipeline management software that’s focused on helping you reach your marketing goals and maximize ROI.
Access additional services to enhance your sales pipeline
Instead of hiring multiple companies to manage your campaigns and work with your pipeline management software, you can get everything in one place with WebFX. As a result, your overall marketing efforts are more cohesive and effective. As a full-service digital marketing company, we offer everything you need to expand your online marketing reach, including SEO, PPC, email marketing, social media advertising, and more.
Drive results for your business
At WebFX, our client-first approach enables us to drive results our clients desire. In the past five years alone, we’ve driven over $6 billion in sales, obtained over 7.8 million leads, and handled over 12.9 million transactions. With software built by a results-driven company like WebFX, you can feel confident you’ll drive results with our sales pipeline software.
Solving key challenges for businesses
When Merrimack Valley Psychological Associates wanted to help more clients, they turned to WebFX. Learn how our partnership expanded their reach and results.
“My practice has grown quickly and improved our accessibility to those we serve or hope to serve within our community. WebFX is directly responsible for our growth and the fact that we have more than doubled our revenue in six months.”
Net Friends turned to WebFX to help them boost their presence in search engines to attract qualified traffic and leads for their business.
“Web traffic is up well over 100% and our marketing qualified leads are more than double what they were before our WebFX engagement.”
Hurst Pediatric Dentistry wanted more clients to find their kid-friendly dental office. Here’s how our partnership helped them serve up more smiles!
“Rather than pushing us to make changes on our website that would make it more similar to so many other websites, WebFX offers suggestions for simple tweaks we can make to get the results we want, while still allowing our personalities to shine through.”
Unlock a 25% greater marketing ROI with WebFX’s web marketing services
- Dedicated account manager, interfacing with a team of 750+ digital marketing experts
- RevenueCloudFX access for optimizing, measuring, and reporting ROI
- In-depth analysis of your business goals, industry, and competitors
- In-house project management software, 24/7 help desk, and direct client phone line
In-House Marketing
- One or two team members trying to keep up with fast-paced marketing advancements
- Analytics suite for measuring and improving campaign performance
- S.M.A.R.T. goals, but limited resources needed to execute
- Reporting roadblocks leading to project delays and wasted spend
Typical Marketing Agency
- Dedicated account manager responsible for strategy, but will need your help implementing solutions
- Third-party tracking and analysis with subscription costs passed to you
- Cookie-cutter checklists and solutions for optimizing your campaigns
- Regular, but unreliable support when issues arise with your account
RevenueCloudFX
With RevenueCloudFX, you get everything you need to harness the power of your marketing. Here is an inside look at the tools you have access to in our RevenueCloudFX platform.
- LeadManagerFX
- CallTrackerFX
- MyEmailFX
- AnalyticsFX
- LeadNurtureFX
- ReviewBoostFX
- VisitorRecorderFX
- PersonalizeFX
LeadManagerFX
LeadManagerFX
This feature lets you track how leads arrive at your site and what pages they visit. You can also see what campaigns drive people to contact your business. LeadManagerFX makes it easy for you to capture valuable data about leads.
CallTrackerFX
CallTrackerFX
With CallTrackerFX, your sales team will never miss essential data about phone calls again. This feature enables your team to view call transcripts, track the source of your calls, and see real-time data. As a result, you can more accurately track your campaigns to see what’s driving people to contact you.
MyEmailFX
MyEmailFX
With EmailMarketingFX, you can create, send, and track your email campaigns all in one place. This feature makes it easy for you to send tailored information to your audience to nurture them towards conversion.
AnalyticsFX
AnalyticsFX
AnalyticsFX enables you to see your performance in search engines, so you can make actionable decisions to improve your marketing. You can track keyword rankings and overall visibility to discover ways to improve performance.
LeadNurtureFX
LeadNurtureFX
A crucial part of your sales pipeline is nurturing leads towards conversion. With LeadNurtureFX, you can set up custom triggers to automatically reengage visitors without lifting a finger.
ReviewBoostFX
ReviewBoostFX
ReviewBoostFX helps you harness the power of online reviews and use them to create powerful testimonials to encourage more leads to choose your business.
VisitorRecorderFX
VisitorRecorderFX
Want to get insight into the customer experience on your website? With VisitorRecorderFX, you can see how customers browse on your site and uncover ways to improve your site experience.
PersonalizeFX
PersonalizeFX
With PersonalizeFX, you can deliver a personalized experience for your customers that’s tailored to their industry, location, and actions on your site. It creates the opportunity for you to offer the experience your audience wants, which can help you earn critical leads.
FAQs about sales pipeline management services
What is sales pipeline management?
Sales pipeline management is key to helping your business take prospects and nurture them towards conversion. This software enables you to keep tabs on where prospects are in the sales cycle so that you can deliver valuable information to them at the right time.
Why do you need a pipeline management software for your business?
Choosing the right pipeline management software is critical to your business’s success. With so many sales pipeline tools on the market, you want to ensure you select the right one for your business. With our combination of marketing automation software and lead management, we can help you manage your sales pipeline more effectively. Our sales pipe management software offers everything you need to get valuable data about prospects and target them with the right marketing. With our pipeline management software, you’ll help your sales team save time by automating processes and providing more actionable data that helps them deliver a better experience to leads.
Explore WebFX Pricing for Sales Pipeline Management
Ready to streamline your sales pipeline? Contact us online to speak with a strategist!
Combines disjointed customer data into unified customer journeys enriched with additional purchased data fields for real-time audience segmentation Benchmark lift: 20% For audiences which sync to revenue driving marketing automation tools Bulk upload CRM closed lead data for reporting and deduplicate existing clients from new lead reporting Options such as MQL, SQL, Won/Lost to refine lead generation machines and audience segmentation Marketing + Sales CRM with Integrated Marketing Channel Attribution for Closed-Loop ROI Our proprietary CRM software that powers over $600 million in annual sales for clients Connect with your CRM contacts with 1-to-1 via text messages. Included # of outbound SMS/month for each Nutshell seat Onboarding with a Nutshell CRM Subject Matter Expert (SME) from the Nutshell team will provide demos, build CRM workflow/pipeline stages. The set up, ongoing monitoring, & debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and/or Microsoft Ads to improve their machine learning algorithm for your campaigns, saving you ad spend budget and accelerating new customer acquisition. (Minimum of 25-30 conversions per month needed) The set up, ongoing monitoring, & debugging of data pipelines to send contacts to Google, YouTube Ads, Bing, and/or Microsoft Ads to create lookalike and/or custom audiences. (Minimums differ per platform, but typically 1,000 active contacts are needed to use an audience) Bidirectional CRM connection to append marketing data [4 fields total: source, medium, utm_parameters, and notes (to include: entry page, link to full lead journey/call transcript)] to CRM leads, and query back lead status and revenue for Customer360FX Contacts and Automated Audiences Bidirectional CRM connection to create New leads in CRM tracked by RevenueCloudFX, and query back lead status + revenue for Customer360FX and Automated Audiences Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data into RevenueCloudFX Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data between RevenueCloudFX and the original Martech tool. Additional data connectors for supported ERPs + Accounting systems such as NetSuite, Sage, Quickbooks, FreshBooks, Clover, etc. Data pipeline consultant and engineering time spent building new pipelines or customizing existing IntegrationsFX data pipelines for custom client requirements. Identity resolution for B2B visitors with basic data enrichment to support sales teams and smarter marketing automation campaigns Benchmark lift: 20% 3rd party data purchased from leading providers to enrich missing or incomplete firmographic data points such as Location, Industry, Number of Employees, Domain and Annual Sales. Access professional profiles, including job title, work experience, education, LinkedIn profile, etc. Includes The ability to export resolved professional contacts. Contact info for ICPs working at the companies that visit your website. Average match rate of ~35% of resolved from anonymously resolved companies visiting your website, who have buying intent ProspectorFX allows you to search and filter for prospective new customers from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal the phone, email, and social touchpoints of your most desired matches. Omnichannel lead journey tracking and scoring for form submissions, live chats, and microconversions. Automatically filters leads from blacklisted IP addresses Close more leads in less time with lead scoring customized to your business Automated call tracking + recording for ROI measurement Channel-specific call tracking numbers Caller location for Automated Audience Creation Enhanced firmographic + demographic data for Automated Audience Creation such as age, employer, occupation, home value, social media profiles, etc. Caller and agent sentiment analysis and intent powered by Google AI Enhanced firmographic and demographic data to enrich incoming leads (including list uploads) for sales support and marketing segmentation. LeadScorerFX Pro utilizes data Enrichment fields for Enhanced lead scoring calculations and measurements. ROI + CPL Dashboarding with automated ad spend tracking for cost per lead analysis per MROI Channel Multi-device programmatic advertising based on CRM and visitor data Benchmark lift: 8% increase in closed sales Competitor website changes tracking and strategy monitoring Location data accuracy reports for increasing maps visibility Benchmark lift: 12% increase in local leads On-demand email sending with real-time audience syncing from Customer360FX Benchmark lift: 16% increase in leads Drag n drop page builder to rapidly deploy high converting landing pages Benchmark lift: 11% increase in leads Real-time insights to which content types provide the highest value for your website. IBM Watson-powered, SEO content creation and evaluation tool to outrank competitors Benchmark lift: 10% increase in organic traffic User intent for content marketing search engine ranking analysis powered by IBM Watson Benchmark lift: 8% increase in organic traffic Customize demographic & firmographic audience journeys Benchmark lift: 11% increase in conversions Boost your online credibility and local leads, and gain visibility to customer experiences through this review collection software.
Features Foundation Data Professional Innovator Innovator VIP
Customer Data Platform
Customer360FX Unified Customer Journeys + Automated Segmentation ✓ ✓ ✓ ✓
First-Party Data Profiles Up to 20,000 contacts / 160,000 emails/mo Up to 50,000 contacts / 400,000 emails/mo Up to 100,000 contacts / 800,000 emails/mo Up to 250,000 contacts / 2,000,000 emails/mo
CSV Upload ✓ ✓ ✓ ✓
Lead Statuses ✓ ✓ ✓ ✓
Nutshell Pro 10 Pro Nutshell seats 20 Enterprise Nutshell seats 40 Enterprise Nutshell seats 80 Enterprise Nutshell seats
150 outbound SMS per user, for a shared pool of up to 1,500 per month for your 10 users 150 outbound SMS per user, for a shared pool of up to 3,000 per month for your 20 users 150 outbound SMS per user, for a shared pool of up to 6,000 per month for your 40 users 150 outbound SMS per user, for a shared pool of up to 12,000 per month for your 80 users
Nutshell Onboarding
Up to 4 hours of CRM Onboarding Support & Consulting Up to 4 hours of CRM Onboarding Support & Consulting Up to 6 hours of CRM Onboarding Support & Consulting Up to 12 hours of CRM Onboarding Support & Consulting
SchedulerFX automated calendar booking system Up to 10 Calendars Up to 20 Calendars Up to 40 Calendars Up to 80 Calendars
– IntegrationsFX Conversion Based Smart Bidding Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients
– IntegrationsFXLookalike + Custom Audiences Continually Updated Available to WebFX Paid Search Clients – Up to a total of 15 audiences Available to WebFX Paid Social Clients – Up to a total of 30 audiences Available to WebFX Paid Social Clients – Up to a total of 50 audiences Available to WebFX Paid Social Clients – Up to a total of 100 audiences
– IntegrationsFX CRM: Attribution, Closed-Loop Reporting, and Audience Segmentation ✓ ✓ ✓ ✓
– IntegrationsFX CRM: New Contact Creation ✓ ✓ ✓
IntegrationsFX: Additional Unidirectional Data Pipelines
Up to a total of 2 Unidirection IntegrationsFX Data Pipelines
Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines
Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines
Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
IntegrationsFX: Additional Bidirectional Data Pipelines Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
– IntegrationsFX ERP Closed-Loop Reporting + Audience Segmentation Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines including Enterprise ERPs such as Oracle E-Business Suite, SAP, ADP Wisely, and Microsoft Dynamics Business Central
– IntegrationsFX | Data Warehouse Synchronization Integration: AWS Redshift, Snowflake, BigQuery, etc By Quote
Pipeline Consulting & Engineering Time Up to 25 hours / year Up to 50 hours / year
Measurement, Insights + ROI
CompanyTrackerFX ✓ ✓ ✓ ✓
– Standard Company Enrichment ✓ ✓ ✓ ✓
New Contact & Prospect Lookup (Monthly Credits) Total of 10 credits per month
(5 for ProspectorFX & 5 for CompanyTrackerFX Pro) Total of 300 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) Total of 800 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) Total of 2,000 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro)
– CompanyTrackerFX Pro: Employee Resolution ✓ ✓ ✓ ✓
– ProspectorFX: Contact & Company Search ✓ ✓ ✓ ✓
LeadManagerFX ✓ ✓ ✓ ✓
Advanced Spam Filtering ✓ ✓ ✓ ✓
LeadScorerFX Standard ✓ ✓ ✓ ✓
CallTrackerFX: Tracked Monthly Calls 1,250 calls tracked / mo 2,500 calls tracked / mo 5,000 calls tracked / mo 10,000 calls tracked / mo
CallTrackerFX: Unique Call Tracking Numbers 25 unique numbers 50 unique numbers 75 unique numbers 150 unique numbers
Standard Call Enrichment ✓ ✓ ✓ ✓
Enterprise Call Enrichment ✓ ✓ ✓
AIConversationsFX 
✓ ✓ ✓ ✓
DataEnrichmentFX: Enriched Contacts & Leads ✓ ✓ ✓ ✓
– Contact & Lead Enrichment: Web Leads, Callers, Contacts, & Email Lists (Monthly Enrichments) Up to 2,000 enrichments / mo Up to 5,000 enrichments / mo Up to 15,000 / mo Up to 40,000 / mo
– B2B-to-B2C Secondary Email Resolution & B2C-to-B2B Secondary Email Resolution ✓ ✓ ✓ ✓
– B2C CallTrackerFX Leads: Reverse Phone # Lookup ✓ ✓ ✓ ✓
LeadScorerFX Pro ✓ ✓ ✓
MROIDashboardFX ✓ ✓ ✓ ✓
Revenue Acceleration & Forecasting
AdTechFX Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients
PlaybookFX
Big data insights & PredictionGeniusFX forecasts identify the most effective path for revenue growth✓ ✓ ✓ ✓
CompetitorSpyFX: Up to 5 Competitors Tracked ✓ ✓ ✓ ✓
LocalFX ✓ ✓ ✓ ✓
EmailMarketingFX Sending to up to 20,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 50,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 100,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 250,000 Contacts, with unlimited emails sent to each Contact, included in plan
FunnelsFX ✓ ✓ ✓ ✓
ML, Smarter Content & Buyer Journey
ContentAnalyticsFX ✓ ✓ ✓ ✓
ContentGeniusFX ✓ ✓ ✓ ✓
DeepLearningFX 5 reports / mo 10 reports / mo 25 reports / mo Unlimited reports
PersonalizeFX Up to 15 demographic, firmographic, or audience segments can be personalized Up to 30 demographic, firmographic, or audience segments can be personalized Up to 60 demographic, firmographic, or audience segments can be personalized Unlimited demographic, firmographic, or audience segments can be personalized
ReviewAccelerationFX Up to 3 locations Up to 5 locations Up to 10 locations Up to 25 locations
Personalized Onboarding & Martech Strategy
Contacts imported from legacy software systems ✓ ✓ ✓ ✓
Onboarding + performance implementation w/ Strategic Martech Specialist 3 calls during first year onboarding
and up to 10 hours of consulting, auditing, implementation and setup 3 calls during first year onboarding
and up to 15 hours of consulting, auditing, implementation and setup 4 calls during first year onboarding
and up to 20 hours of consulting, auditing, implementation and setup 4 calls during first year onboarding
and up to 30 hours of consulting, auditing, implementation and setup
Annual Martech Specialist Consultations 1 / year 2 / year 4 / year 4 / year
On-going Data Architect Support Queue Access Up to 4 hours / year Up to 6 hours / year Up to 12 hours / year Up to 20 hours / year
Dedicated Martech Expert ✓ ✓ ✓ ✓
Execution of Martech FuelFX Assets 3 per quarter / 12 per year
Standard Monthly Licensing Cost $675 $1,175 $2,500 $4,975
Existing Monthly Customer Cost $600 $975 $2,250 $4,475
WebFX has thousands of reviews praising our transparency, communication, and results.
WebFX Agency Rating
4.9/5
based on over 550 third-party reviews
