RetailSphere customers can now manage Multiple Deal Pipelines

March 28, 2024

Users can create custom fields for use in their multiple pipelines, deals, accounts, and spaces

Holladay, UT  – Retailsphere, the largest data provider to the retail commercial real estate industry, and the only CRE specific sales enablement and customer relationship management solution, announced today, a massive update to the platform giving users the ability to have Multiple Deal Pipelines, and even more control to create a CRM workflow for their specific needs, with levels of privacy within those deals.

Commercial Real Estate professionals juggling multiple clients and deals will find the Multiple Pipelines management tools within RetailSphere’s CRM, particularly helpful toggling between projects, deals, clients and contacts. The new update allows users to get creative and customize the pipeline of their needs.

-Manage Multiple Deal Pipelines

-Create and custom stages

-Change won/loss within deals

-Custom fields and deal type

“We’ve made it where managing each relationship and adding details to a particular deal is incredibly easy,” said Tim Benzinger, VP of Product. “Users will have quicker access to a particular part of a deal and make updates as needed, and have increased creativity within their pipelines.”

Deals can be dragged and dropped anywhere in the pipeline as in “Deal Won or Deal Lost,” or whatever the user wants to name the “stages” of a deal. Quick pop outs show details of every deal and contact.

“Creating multiple pipelines is incredibly easy and can be completely private to you the user,” said Travis Christiansen, VP of Client Success. “Our clients have been asking for this. We are ecstatic to deliver this to our users.”

Users with several pipelines also can “archive” a pipeline for later use, or completely delete.

 

Reach out to RetailSphere™ to see everything the platform can do.

About Retailsphere

Founded in 2019, RetailSphere™ is an all-in-one platform that includes the world’s largest contact database of retail commercial real estate decision makers, a robust email and leasing enablement marketing platform and a simple, intuitive and included Pipeline CRM™ tool. RetailSphere™ is modernizing the way the retail industry connects within a single pane of glass.

Increase your deal flow. Improve your network. Empower your career.

Contact Information
Robby Gal
Head of Research and Marketing Operations
(833) 843-6732
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