Pipeline & Sales — Markroniq
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Pipeline & Sales

Close More Deals With a Pipeline That Sells for You

Visualize every deal at every stage, get AI-powered close probability scores, and automate follow-ups so no opportunity ever falls through the cracks again.

Visual Kanban Pipeline
AI Lead Scoring
Auto Follow-Ups
Revenue Forecasting
Sales Pipeline
$284,500 total pipeline
New Leads
6
Apex Fitness
Columbus, OH
$4,800
42%
Added today
Bloom Real Estate
Dublin, OH
$12,000
68%
2 days ago
Green Thumb Lawn
Akron, OH
$3,200
31%
5 days ago
Add deal
Qualified
4
Peak Performance
Canton, OH
$18,500
79%
3 days
Metro Dental Group
Cleveland, OH
$9,600
61%
7 days
Add deal
Proposal
3
Riverside Hotels
Youngstown, OH
$34,000
86%
12 days
NorthStar Law
Akron, OH
$21,600
72%
8 days
Add deal
Won ✓
8
Patterson HVAC
Canton, OH
$14,400
100%
Closed Jul 28
Karen Reynolds
Akron, OH
$8,800
100%
Closed Jul 25
Add deal
Conversion Funnel
↑ 23% vs last month
New Leads
$89k
Qualified
$64k
Proposal
$44k
Closed Won
$28k
2.4x
More Deals Closed Per Month
34%
Average Win Rate Improvement
$284k
Avg Active Pipeline Value
18 days
Average Sales Cycle Reduction
Key Features

A Sales System That Works 24 Hours a Day

Stop managing deals in spreadsheets. Get a visual, intelligent pipeline that tells you exactly where to focus — and follows up automatically when you can't.

Pipeline

Drag-and-Drop Pipeline That Shows the Full Picture

See every deal, at every stage, with full context — all in a visual kanban board. Move deals with a drag, update statuses in one click, and never lose track of a hot opportunity.

Multiple Pipeline ViewsSwitch between kanban, list, and forecast views to get the perspective that helps you manage your team best.
Custom Stages & FieldsBuild your pipeline exactly how your sales process works — add custom stages, fields, and deal values that match your business.
Team Deal AssignmentAssign deals to specific reps, track individual performance, and ensure every lead has a clear owner responsible for closing it.
Pipeline Stage Flow
New Lead
Initial contact made
6 deals
$89,200
68% conversion
Qualified
Needs confirmed, budget verified
4 deals
$64,100
71% conversion
Proposal Sent
Awaiting client decision
3 deals
$44,600
63% conversion
Closed Won
Contract signed, revenue booked
8 deals
$28,100
AI Scoring

AI That Tells You Exactly Which Deals Will Close

Stop spending equal time on every lead. Our AI analyzes engagement, behavior, timeline, and budget to give every deal a close probability score — so you focus on the deals that matter.

Predictive Close ScoringAI scores each deal 0–100% based on 40+ signals — email opens, call frequency, proposal views, and time in stage.
At-Risk Deal AlertsGet alerted when a deal goes cold — no activity for too long, proposal ignored, or engagement drops below threshold.
AI Next-Step RecommendationsFor each deal, AI recommends the exact next action — send a follow-up, offer a demo, or escalate to a decision maker.
AI Lead Scoring
75%
Email engagement
90
Budget confirmed
80
Timeline urgency
65
Decision maker access
55
AI Recommendation: Riverside Hotels hasn't viewed the proposal in 3 days. Send a personalized video follow-up to re-engage decision maker before Friday.
Riverside Hotels
86%
Peak Performance
79%
Bloom Real Estate
68%
Green Thumb Lawn
31%
Follow-Ups

Automated Follow-Ups That Never Let a Deal Go Cold

80% of sales require 5+ follow-ups, but 44% of reps give up after one. Our automated follow-up sequences make sure every lead is nurtured to close — without manual effort.

Stage-Triggered AutomationsWhen a deal moves to a new stage, follow-up sequences trigger automatically — emails, SMS, and task reminders for your team.
Time-Based NudgesIf a deal sits in one stage too long without activity, an automatic follow-up fires to re-engage the prospect before they go cold.
Personalized at ScaleEvery automated message includes the prospect's name, company, and deal context — so it feels personal, not robotic.
Follow-Up Sequence — Proposal Stage
Proposal Sent Email — "Excited to share this..."
With proposal PDF + calendar link
Day 0
SMS Check-In — "Did you get a chance to review?"
Personalized · Includes direct reply option
Day 2
Value Email — Case study + ROI breakdown
Addresses common objections automatically
Day 5
Task: Call prospect — "Are you ready to move forward?"
Assigned to sales rep with talking points
Day 9
+47%
Close Rate Lift
8 days
Faster Close Time
Forecasting

Revenue Forecasting That Lets You Plan Ahead

Stop flying blind on revenue. Our forecasting engine uses pipeline data and historical win rates to predict your revenue for the next 30, 60, and 90 days — with high accuracy.

90-Day Revenue ProjectionsSee exactly how much revenue is likely to close this month, next month, and next quarter based on your live pipeline data.
Rep Performance LeaderboardTrack which team members are closing the most deals and generating the most revenue — inspire healthy competition.
Monthly Sales ReportsAuto-generated reports showing pipeline health, close rates, average deal size, and revenue trends — sent to your inbox monthly.
Revenue Forecast
May
$31,200
Jun
$39,000
Jul
$45,500
Aug
~$42K projected
Sep
~$47K projected
$45.5K
This Month
$42K
Next Month
34%
Win Rate
Process

From Lead to Closed Deal in 4 Steps

A smarter sales process that works automatically — so your team focuses on closing, not admin.

1

Add Leads to Pipeline

Leads flow in automatically from forms, ads, website, and referrals — or add them manually in seconds.

2

AI Scores & Prioritizes

Each deal gets an AI close probability score instantly — your team knows exactly where to focus their energy.

3

Automations Follow Up

Personalized emails, SMS, and task reminders fire automatically at every stage — no lead goes cold, ever.

4

Close & Report

Mark deals won, generate invoices instantly, and watch real-time revenue reports update as money hits your account.

"Our sales team was losing track of deals in spreadsheets and follow-ups were falling through the cracks. With Markroniq's pipeline, our close rate jumped from 18% to 41% in 60 days. The AI scoring alone changed everything."

RT
Ryan Thompson
Sales Director, NorthStar Law Group — Akron, OH

You Have Deals in Your Pipeline That Should Have Closed Already

Let Markroniq's AI find them, follow up automatically, and help your team close more revenue — starting this week.