Sales Pipeline
Setup.

A pipeline built around how you actually sell - not the platform's default template. Custom stages, deal properties, forecasting logic, and visibility your entire team can trust and use every single day.

Custom Stage DesignForecasting LogicFull Team VisibilityAny CRM Platform
What it is

Most pipelines are built for the software, not the sale.

The default pipeline that comes with your CRM was designed to work for everyone, which means it works perfectly for almost nobody. Stages that don't match your process. Deal properties that don't track what matters. Reports that show you numbers but not insights.

A properly designed sales pipeline reflects how your business actually sells. Every stage is a real decision point. Every property tracks data you use. Your team knows exactly what to do at every step.

When your pipeline is right, forecasting becomes real. You stop guessing and start knowing what's closing this month.

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What's included
Sales process mapping
We document how you actually sell before designing a single stage
Custom pipeline stage design
Stages that represent real decision points in your specific sales process
Deal property configuration
Track the information that actually matters for your business
Probability and forecasting setup
Weighted forecasting so your pipeline numbers reflect reality
Lost reason tracking
Understand exactly why deals fall through so you can fix it
Pipeline views and filters
Custom views for reps, managers, and leadership
Activity and task automation
Automatic task creation and reminders at key pipeline stages
Reporting and dashboards
Pipeline metrics that give you real visibility into your sales process
Who needs this

You need this if...

📉
Your forecast is always wrong

Deals sitting in stages they don't belong in. Close dates that never close. You've stopped trusting your own pipeline numbers.

🤷
Your team doesn't update the CRM

If updating the pipeline is confusing or feels pointless your team won't do it. The right stage design makes updates obvious and fast.

👁️
You have no visibility

You don't know where deals are, which reps are stuck, or what's about to close. Every week is a surprise.

Platforms

Works on any CRM.

We work inside whatever platform you use.

The process

How it works
with Pear.

01
Sales process discovery

We map your actual sales process - how leads come in, how deals progress, who's involved at each step, and what kills deals.

02
Pipeline design

We design your pipeline stages, deal properties, and forecasting logic and review it with you before building anything.

03
Build and configure

We build the pipeline in your CRM, configure all properties, set up views, and connect automations.

04
Data migration

Existing deals moved into the correct new stages with historical data preserved.

05
Team enablement

Live walkthrough with your sales team - how to move deals, what to update, and how to read their pipeline.

FAQ

Common questions.

How many pipelines do I need?
Most businesses need one or two - one for new business and one for upsells or renewals. We'll tell you what makes sense for your situation.
Can you work with our existing pipeline?
Yes. Sometimes a rebuild is cleaner, sometimes we refine what's there. We'll audit what you have and recommend the right approach.
How long does pipeline setup take?
Most pipeline setups are complete in 3-5 business days once we have the information we need from your discovery call.
Do you set up pipelines for teams or just solo salespeople?
Both. We configure views and permissions for individual reps, team leads, and leadership so everyone sees what's relevant to them.
What CRMs do you build pipelines in?
HubSpot, GoHighLevel, Pipedrive, Salesforce, ClickUp, Zoho - any major CRM platform.
★★★★★

"Our pipeline was just a wishlist before. Pear built us something we actually manage our business from. The visibility alone changed how we run our sales process."

Client — Partner With Pear Client

Ready for a pipeline your team trusts?

Book a free call. We'll look at your current setup and design something that actually works for how you sell.

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