Parallax Pipeline is a built-in sales pipeline functionality that enables organizations to manage projects and clients without needing an integrated CRM. The primary goal is to decouple CRM functionality from Parallax, providing a solution for users who don’t have or want a traditional CRM. This allows teams to plan, track, and forecast sales opportunities directly within Parallax, streamlining sales management without external dependencies.
Why use Parallax Pipeline?
- No CRM Required: Manage sales opportunities and forecasting directly in Parallax without needing an integrated CRM.
- Seamless Trial Experience: Get started with Parallax without the need to integrate a CRM, making it easy for trial customers to explore pipeline management.
- Focus on Active Work First: Prioritize getting active projects up and running before shifting attention to forecasted work.
- Integrated Sales & Delivery Planning: Track opportunities and plan resources in one place, ensuring a smooth transition from sales to execution.
Create Clients within Parallax
Create a Presale Project in the Sales Pipeline
- Click “Create Project” from the Sales Pipeline.
- Add the project name, start date, and project type.
- Select an existing client for the project, or type in the new client's name if they do not exist.
Having a pipeline with Parallax is perfect for those organizations that currently do not use a CSM or would like to switch from using one allowing the functionality to track deals and progress all within Parallax.