Sales Pipeline: Why you are losing leads (and how Kanban fixes it)
If you track sales in a vertical list (Excel), you can't see where the money is stuck. Jestor Kanban transforms your list into a visual funnel, allowing you to instantly identify if the problem is in "Prospecting" (too few leads) or "Closing" (too many stalled proposals).
List Blindness
In a spreadsheet, a $100k lead takes up the same space as a $100 one. In Jestor Kanban, you prioritize visually.
- Bottlenecks: If the "Proposal Sent" column is huge, your team is taking too long to follow up.
Build your CRM in Kanban
Don't get stuck with rigid CRMs. In Jestor:
- Custom Stages: Create steps that make sense for you (e.g., "Waiting for Contract," "Technical Visit").
- Cover Data: See the value and phone number without clicking the card.
- Automation: When dragging to "Sold," the system can trigger the welcome email.
Frequently Asked Questions (FAQ)
Can I have multiple funnels? Yes. Create a Kanban for "B2B Sales," another for "Partnerships," and another for "Post-Sales."
Does Kanban warn if a lead goes cold? You can configure automations to change the card color if it stays in the same stage for more than 5 days.
Is it easy to migrate from Trello? Yes. Jestor imports your data and adds the database layer that Trello lacks.
Conclusion
With Jestor Kanban, you stop losing sales due to forgetfulness and take control of your funnel.
Organize your sales visually:https://jestor.com/kanban-pipe/