View all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's no way to known something so simple like what are all the products that a contact or company have in certain stage of pipeline deal for example closed stage - win or lost pipeline or all deals.
Something so basic with is an excellent CRM and it's not possible to get this information within Bigin because the modules are separated from each other instead of working together as one module so that Bigin CRM can provide data information that's needed.
When you negotiate and you have all the information at your fingertips this will help you surely work better and faster and quickly close that deal or make new deals.
For example as a freelancer in sales and you are standing in front of client or in a call with a client and need have the information what was the products with quantities and their prices in deals that's was done in the past and closed as pipeline line WON or LOST there's no way to have this information.
At moment make a new sale or make a new deal l only details or information that you have from the client is all the deals in past and if you want see which are the products, quantities and prices that you made for those deals in the past at moment you have to go deal by deal to find that information that doesn't make any sense and is time consuming if you need quickly close sale or make new deal
There's no way to get this information according to the pipeline position for example all the pipeline deals that was "WON" get the information of products in globally or by the date of product was created by each deal.
I think this will be is game changer for Bigin CRM if implemented in which is going help us to quickly create new deals or make new sales.
The deals option view at moment is important but in my perspective view it's only good if you need to know I the past deals and present deals already created ad for future new deals we need something that will quickly help to create new deals that's why I say the products deal got make part of clients and company module.
There's no future sales if you can not quickly create new deals from the past.
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