One figure in the meeting
The value in play is no longer estimated.
- A total by stage
- By owner and period
- The same picture for everyone
- A conversation about actions, not about figures
Part of the Zarina CRM core
A sales pipeline, with every opportunity on a clear stage
Opportunities are shown on a board with stages, are moved between them by dragging and keep their value, their owner and their history. What happens to each deal no longer depends on the consultant’s memory: the stage, the next deadline and the reason for losing stay in the system, and the value in play is visible at any moment.
From $2,900 excl. VATone-time payment, no monthly subscription- Included in the core
- Configurable stages
- Move by dragging
- Reasons for losing recorded
- The history stays with the company
Included in the core
Configurable stages
Move by dragging
In short
A Kanban sales pipeline in a CRM. Opportunities are shown on a board with stages, are moved between them by dragging and keep their value, their owner and their history. Part of the Zarina CRM core. A permanent licence, installed on the company’s server, with unlimited users.
Works together with: Web quotes with tracking, Integrated telephony, Zarina SMART.
The problem
The situation today, when sales are kept in people’s heads and in spreadsheets
The problem is not the team’s effort, but the lack of a shared picture of the deals in play.
- Nobody knows exactly what is in play The value of open deals is estimated in the meeting, by asking people one by one. The figure differs from person to person.
- Opportunities get stuck unnoticed A deal that sits two months on the same stage triggers no alert. It is discovered when the client has bought from someone else.
- There is no agreed next step With no deadline and no owner on the current stage, following up depends on each person’s discipline.
- The reasons for losing are not recorded Deals are lost without the company finding out why: price, lead time, a missing feature, competition. The same mistake repeats.
- Handing over a portfolio is a nightmare When a consultant leaves, the context of the deals in play leaves with them. Everything starts again from zero with the client.
- There is no forecast Without values and stages, there is no way to estimate what will be collected next month. Planning becomes guesswork.
What the module does
What the sales pipeline includes
It is part of the application core, so it is available in every configuration, from day one.
01 / 06
A board with configurable stages
The stages follow your process, not an imposed one.
- Stages defined by the company
- Your own order and names
- Move by dragging
- Status visible to the team
02 / 06
Opportunities with a value and a deadline
Every deal carries the data that matters.
- An estimated value
- The client or lead it belongs to
- An owner assigned
- A deadline for the next step
03 / 06
Conversion from a lead
Moving from interest to a deal happens in one step.
- A lead converted into an opportunity
- The data carried over, without retyping
- The history of the conversations kept
- The original source stays marked
04 / 06
The link with the quotes
The pipeline and the quoting work on the same data.
- A quote generated from the opportunity
- The value updated from the quote
- Status in sync
- The document attached to the deal
05 / 06
Filtering and search
The board stays usable at high volumes.
- Filters by owner and stage
- Filters by period and value
- Search by client
- A list or board view
06 / 06
Reasons for winning and for losing
Closing a deal produces information.
- A reason recorded when losing
- The win date logged
- Reporting by reason
- Process decisions on real data
What changes
What changes in the first month after the pipeline module is switched on
The direct effects of all deals in play being visible in the same place.
Stuck deals brought to the surface
Stagnation becomes visible.
- Time spent on a stage
- Deals with no recent activity
- Deadlines overdue
- Intervention in time
Follow-up without relying on memory
The next step is written down, not remembered.
- A deadline on every opportunity
- Tasks linked to the deal
- Reminders in the application
- Nothing is forgotten
Handover without losing context
Taking over a portfolio becomes a simple operation.
- A full history on the deal
- Attached documents
- Reassignment between active users
- The client repeats nothing
Learning from losses
The reasons become a management instrument.
- A report on reasons for losing
- Comparison between periods
- Price or product issues
- Decisions backed by evidence
A realistic forecast
Next month can be estimated.
- The value on advanced stages
- The historical conversion rate
- Comparison with previous periods
- Planning on data
In the application
The path of a deal, step by step
The same flow for a sale of a few hundred dollars and for a large contract.
- 1
The interest comes in as a lead
The request arrives from a form, phone, email or campaign and becomes a lead, with the source marked and an owner assigned.
- 2
The qualified lead becomes an opportunity
When the conversation gets substance, the lead is converted into an opportunity, with an estimated value and a deadline for the next step. The data is not retyped.
- 3
The opportunity advances through the stages
Moving between stages is done by dragging, and every change stays in the history, with the author and the date.
- 4
The quote goes out from the same record
The document is generated from the opportunity, and the value of the deal is updated from the quote.
- 5
Closing produces information
On a win the date is recorded; on a loss, the reason. Both feed the reporting, not just the statistics.
- 6
A won deal carries on
The won opportunity stays linked to the client, to the invoice and to their history, so the relationship has full context.
Video tour
The sales pipeline, in short, inside the application
Coming soonThe video presentation of the module is being prepared.
Stages
The stages, configured on your process
A pipeline imposed by the software does not get used. The stages are defined on the way selling actually happens in your company.
An example of a structure
A starting point, not a rule.
- A new request
- Qualification
- Quotation
- Negotiation
- Won or lost
Your own names and order
Every company has its own vocabulary.
- Stages added or removed
- Reordering
- Names in the company’s own language
- Changeable later
Several processes, if needed
Not all sales look the same.
- Different processes by type of sale
- Separate stages
- Reporting on each one
- Discussed at implementation
Your own fields on the opportunity
The information specific to your industry.
- Custom fields
- Your own value lists
- Mandatory on certain stages
- Used in filters and reports
Rights
Who sees and who moves the opportunities
Visibility follows the structure of roles and teams, not each person’s goodwill.
- A consultant sees their own portfolio The deals assigned to them and, depending on the configuration, those of the team and the unassigned ones.
- The coordinator sees the team A sales manager has the picture of the team they lead, within the configured limits.
- Management sees everything The administrator and the financial roles have the full picture, including values and margins, where they are entitled to.
- Reassignment is a controlled operation Moving a deal to another user requires edit rights and stays recorded in the history.
- Changes stay in the history A change of stage, of value or of owner is logged with the author and the date.
- Data on the company’s server The pipeline and the history stay in your own installation, with no copy at an external provider.
Automations
What happens automatically around a deal
Mechanisms that cut administrative work without making commercial decisions for the team.
Tasks on the next step
Following up does not depend on memory.
- A task with a deadline on the opportunity
- Visible in the calendar
- A reminder in the application
- A history of the activity
Scheduled follow-ups
Deals on hold are not forgotten.
- Follow-up sequences
- They stop at the first reply
- Configurable by stage
- A log of what was sent
An alert on stagnation
Blockages are flagged.
- Deals with no recent activity
- Deadlines overdue
- A notification to the owner
- A report on blockages
Updating from the quote
The value is not maintained twice.
- The value taken from the quote
- Status in sync
- Attached document
- No double entry
Internal notifications
The team finds out about the important events.
- A new lead assigned
- A quote accepted
- A deal won
- Configurable per user
Scheduled reports
The picture reaches the decision-makers.
- Periodic report by email
- Value by stage
- Comparison with the previous period
- Export attached
Who sees what
The commercial history stays with the company
The pipeline is the company’s commercial memory. It is treated as such.
- The history belongs to the record, not to the person When a consultant leaves, the deals and their context stay in the system, not on their device.
- Access limited by role Values and margins are limited to the roles explicitly granted that right.
- Deletion is controlled Records go through the bin, they do not disappear permanently at one click, and the operation stays recorded.
- Exports respect the rights A user exports only what they are entitled to see, and the operation is logged.
- An audit log Important changes stay verifiable by the administrator.
- Requests about personal data The data of the people in the opportunities is covered by search, export and anonymisation on request.
What you need
What needs preparing so the pipeline module is useful from day one
The pipeline works immediately, but its value depends on a few decisions taken at implementation.
01
The real sales stages
The foundation of the whole module.
- The stages actually used
- Your own names
- The criterion for moving between stages
- Agreed together
02
The team structure
It decides visibility.
- Users and roles
- Teams and coordinators
- Assignment rules
- Reviewable later
03
The existing portfolio
The pipeline starts from reality.
- Deals in play, imported
- Values and stages
- Owners
- The import is checked before saving
04
The reasons for losing
The list that produces useful information.
- The reasons common in your industry
- A short list, not an exhaustive one
- Mandatory at closing
- Reviewable later
05
The discipline of updating
The board shows what is recorded.
- An update at every contact
- A deadline on the next step
- Rules agreed internally
- Checked in the first weeks
06
The specific fields
Only the ones actually used.
- Custom fields
- Mandatory on certain stages
- Used in reports
- No decorative fields
What it does not do
The limits of the pipeline module, stated explicitly
The pipeline organises the commercial process. It does not sell for the team and does not produce guaranteed forecasts.
- It does not generate new requests The pipeline organises the interest you already have. Generating requests is done through marketing, campaigns and communication channels.
- The forecast is an estimate The value on advanced stages and the historical conversion rate produce an estimate, not a guarantee of collection.
- It shows only what is recorded A conversation that happened and was not logged does not appear on the board. The quality of the picture depends on the team’s discipline.
- It does not replace detailed reports For lists, complex filters and export, the reports module and statistics are used.
- It does not impose a universal process If you do not set the stages and the criteria for moving between them, the board becomes a colourful list with no management value.
- It does not calculate complex commissions automatically Commissions are configured separately, with their own rules, in the dedicated module.
CRM implementations
Companies that have trusted Zarina CRM
Comparison
A pipeline in files, in a subscription or on your own platform
Tracking opportunities is the first thing a growing team loses.
With spreadsheets
The option most companies start from.
- Every agent keeps their own list, in their own format
- There is no view of what happened between two updates
- The reasons for losing are not recorded
- The forecast is made by estimating, not from data
With a monthly subscription
The platforms where you pay per user, every month.
- A monthly cost for every member of the team
- The client portfolio sits with the vendor
- The useful features are in the expensive tiers
- Stopping the subscription blocks access to the data
With Zarina CRM
Installed on the company’s server, with a permanent licence.
- Stages, an owner and a value on every opportunity
- The history stays when someone leaves the team
- The reason for losing, recorded and reportable
- A permanent licence, unlimited users
Who it is for
When this module makes sense and when it does not
We prefer to say from the start in which situations the module is not worth its cost, so the sales conversation does not begin with the wrong expectations.
It makes sense if
The situations in which the module pays for itself quickly.
- You have several agents and opportunities that overlap
- The sales cycle takes weeks or months, with several touches
- You want to know why deals are lost, not only how many
- Management asks for a forecast, not monthly reports
It does not make sense if
The situations in which we recommend not buying it now.
- You sell over the counter, with the decision on the spot and no follow-up
- You work alone, with fewer than ten open opportunities
- You have no distinct stages, only order and delivery
- Nobody has time to update the stages
How to buy
How the pipeline is licensed
It is part of the mandatory core, so it is included in every configuration.
Included in the core
It is not bought separately and is available in all packages.
What the core includes
Users and roles, clients and contacts, leads and the sales pipeline, custom fields and 15 interface languages.
Together with quoting
The real value of the pipeline appears together with the quote creation module.
Pricing and configurations
Package composition and prices by edition are on the pricing page.
Price, warranties and implementation
The sales pipeline: what it costs and what you get
You pay once. Everything that follows is written here, not in hidden conditions.
The price
Included in the Zarina CRM core — $2,320 excl. VAT, one-time payment. The core is part of every tier below, so the function is available in any configuration.
Cheaper in a bundle. The tiers group several packages at a price lower than their sum:
- Start2 packages + core$2,900−19%
$3,570 - Pro5 packages + core$3,480−34%
$5,280 - Business8 packages + core$4,640−38%
$7,460 - Enterprise13 packages + core$6,970−31%
$10,080
List prices, excl. VAT, one-time payment, unlimited users. The struck-through price is the sum of the packages bought individually. Current offers apply on the pricing page.
Subscription or licence
What you pay over time for a subscription CRM
Over 3 years, the subscription costs $10,480; the Zarina Start licence costs $2,900, once.
An indicative comparison: enter the subscription price you pay now. The licence does not grow with the number of users.
What you get
- A lifetime licence, with no subscription and no per-user charge
- Unlimited users, on the same licence
- 6 months of warranty on correct operation: fixing errors and inconsistencies
- Implementation, configuration and team training, included in the price
- The licence is verified locally, on your own server: the application does not depend on our servers to work
How long it takes and what is needed
- 48 hours in the standard configuration; up to 14 working days with customisation around the company’s workflow
- Your own server or web hosting with cPanel, with an SSL certificate
- PHP 7.4 or newer (8.x recommended) and MySQL / MariaDB
- The PHP extensions mysqli, json, mbstring; curl, gd and zip for integrations, PDF and exports
- One cron task, for reminders and automations
Where data lives
- The data stays on your server and does not pass through ours
- Roles and rights per user, two-factor authentication
- An audit trail and limits on login attempts
- Consents and data subject requests, managed in the application
- Digitally signed updates and backups from the application
Frequently asked questions
Questions about the sales pipeline
Can I set my own sales stages?
Yes. The stages, their names and their order are configured on your process and can be changed later, without affecting the existing deals.
Are opportunities moved by dragging?
Yes, directly on the board. Every move stays in the history of the deal, with the author and the date, so it can always be checked who changed what.
What does a consultant see compared with a manager?
The consultant sees the deals assigned to them and, depending on the configuration, those of the team and the unassigned ones. The manager sees the team they lead, and management sees everything.
Can we track why we lose deals?
Yes. When a lost deal is closed, the reason is recorded from a list you define, and the reporting shows the dominant causes by period.
What happens when a consultant leaves the company?
The account is deactivated and the deals are reassigned to an active user. The history, the documents and the context stay in the system.
Does the pipeline make sales forecasts?
It gives an estimate, based on the values on the advanced stages and the historical conversion rate. It is a planning instrument, not a guarantee.
Can I have different processes for different types of sale?
Yes, and this is analysed at implementation, because it affects the reporting. We do not recommend more processes than are strictly necessary.
How does the pipeline connect to quotes and invoices?
The quote is generated from the opportunity, the value of the deal is updated from the quote, and the invoice stays linked to the same client and the same history.
Can I add my own fields on opportunities?
Yes, through the custom fields module. Our recommendation is to add only fields you will use in filters or in reports.
Is it included in the price or bought separately?
It is part of the mandatory core, so it is in every configuration, at no extra cost.
Product sheet
Get the complete product sheet by email
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
- The platform core and the 13 module packages, with what each one contains
- The features and modules of the edition you choose, plus available integrations
- Full pricing and what it includes: installation, training, data import, warranty
- The native integrations available and the situations where the platform is not a good fit
No monthly subscription
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.