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CRM Pipeline Stages (End-to-End)

1. New Lead

Purpose: Lead just entered the system

Entry Sources:

  • Phone call

  • WhatsApp

  • Website form

  • Referral / Agent

  • Exhibition / Cold call

Mandatory Fields to Capture:

  • Name

  • Phone / WhatsApp

  • City & Country

  • Lead source

✅ Status: Unqualified
📌 Owner: Sales Executive

🟡 2. Contacted

Purpose: First successful interaction completed

Criteria to Move Here:

  • Call connected OR WhatsApp replied

Activities Logged:

  • Call note

  • Initial interest level

📌 Next Action: Qualification call

🔵 3. Qualified Lead

Purpose: Serious and relevant customer identified

Qualification Checklist:

  • Profession confirmed (Owner / Driller / Agent / Trader / Mechanic)

  • Requirement type known:

    • Drilling Rig

    • Compressor

    • Airend

    • Engine

    • Accessories

  • Country & usage confirmed

✅ Hot / Warm / Cold tag applied

🟣 4. Requirement Confirmed

Purpose: Technical & commercial clarity

Required Fields:

  • Product type (Rig / Compressor / Airend / Engine)

  • Capacity:

    • Rig depth (100–500 m)

    • Compressor (CFM & Bar)

  • Brand preference (if any)

  • New / Refurbished

📌 Next Action: Price estimation

🟠 5. Quotation Preparation

Purpose: Internal pricing & availability check

Internal Tasks:

  • Stock check

  • Refurbishment status

  • Export / logistics feasibility

  • Warranty terms

📌 Owner: Sales + Ops
⏳ SLA: 24–48 hours

🔴 6. Quotation Sent

Purpose: Offer officially shared

Must Have:

  • Quotation number

  • Price

  • Currency (INR / USD / ZAR)

  • Delivery timeline

  • Warranty details

📌 Next Action: Follow-up reminder (3–5 days)

🟤 7. Negotiation

Purpose: Price / terms discussion

Possible Actions:

  • Discount approval

  • Alternate brand suggestion

  • Refurbished option

  • Accessories bundling

📌 Decision Maker Identified

🟢 8. Verbal Confirmation

Purpose: Buying intent confirmed

Confirmation Indicators:

  • “Proceed”

  • PO requested

  • Advance discussion started

📌 Next Action: Invoice / Proforma

🟢🟢 9. Closed – Won

Purpose: Deal successfully converted

Mandatory Updates:

  • PO / Advance received

  • Dispatch timeline

  • Installation / support notes

📌 Handover: Accounts & Logistics

🔴🔴 10. Closed – Lost

Purpose: Track loss reasons

Loss Reasons (Dropdown):

  • Price issue

  • No budget

  • Delayed project

  • Bought locally

  • No response

📌 Re-engagement reminder: 3–6 months

🔁 11. Post-Sale / Retention

Purpose: Long-term revenue & repeat sales

Activities:

  • Accessories upsell

  • Spare parts follow-up

  • AMC / service discussion

  • Referral / agent commission

🏷️ Recommended CRM Tags

  • 🔥 Hot Lead

  • 💰 High Budget

  • 🌍 Export Customer

  • 🤝 Agent / Trader

  • 🔧 Service Required

  • ♻ Refurbished Preference

📊 Simple Pipeline Flow (Visual)

New Lead ↓ Contacted ↓ Qualified ↓ Requirement Confirmed ↓ Quotation Sent ↓ Negotiation ↓ Verbal Confirmation ↓ Closed Won / Closed Lost ↓ Post-Sale Retention

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