QLab.Pipeline

Automated Quote & Opportunity Tracking

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Without automated tracking, sales managers lack visibility, reps miss follow-ups, and CRM data becomes unreliable for forecasting or resource planning.

How Pipeline Helps

QLab.Pipeline applies intelligent RAG logic to accounts, quotes, and opportunities, alerting teams when thresholds are breached. This gives leaders clarity and allows teams to act early where deals are at risk.

Key Features

  • RAG status automation across records
  • Custom rules managed centrally or by user
  • Alerts via task creation and email
  • Fully embedded into Dynamics 365

Explore the QLab module suite

Strategic Impact

Restore confidence in pipeline reporting and focus team attention where it’s needed most. Refined through field testing across multiple deployments.

Turn pipeline data into reliable action, no more chasing updates.

Request a QLab.Pipeline demo today