Mastering systeme.io 2025: How to manage your clients with pipelines (Video 16)

Start with systeme.io for FREE:
➡️ https://systeme.io/start

Streamline your sales process and never lose track of a lead again! This tutorial is a deep dive into the powerful CRM pipeline feature in systeme.io, designed to help you visually manage your clients and sales opportunities from initial contact to a closed deal.

If you sell high-ticket services, coaching, or any product that requires a multistep sales journey, this tool is essential. We'll show you how to build a customized pipeline that mirrors your exact sales process, allowing you and your team to see the status of every prospect at a glance and know exactly what needs to be done next.

By combining a visual workflow with powerful automation, the CRM pipeline in systeme.io simplifies your sales process, keeps your team organized, and helps you close more deals. Let's get started!

What you'll learn in this tutorial:

✅ Pipeline creation: How to build a new, fully customized sales pipeline from scratch in just a few minutes.

✅ Customizable sales stages: Learn how to add, rename, reorder, and delete stages to perfectly match your unique sales cycle (e.g., New Leads, Proposal Sent, Negotiation, Deal Won/Lost).

✅ Adding leads to your pipeline: Discover the two ways to populate your pipeline:
???? Manually: Quickly add new or existing contacts to any stage.
???? Automatically: Create automation rules to add contacts to a specific stage based on triggers like a form subscription or a new purchase.

✅ Visual workflow management: See the intuitive drag-and-drop interface in action, allowing you to easily move leads from one stage to the next as they progress through your sales process.

✅ Contact management: Learn how to add and manage detailed notes for each contact directly within the pipeline, ensuring you and your team always have the latest information at your fingertips.

✅ Automation examples: See practical examples of how to use automation rules to automatically add new leads to the first stage of your pipeline or move customers to the “Deal Won” stage after a purchase.

⏰ Timestamps:
00:00 - Intro
00:27 - Create a new sales pipeline
00:50 - Customize your pipeline stages
01:50 - Manually add contacts to your pipeline (manual vs. automatic)
02:15 - Automatically add contacts with automation rules
03:10 - Manage leads with the drag-and-drop interface
03:26 - Add & manage notes for your contacts


#systemeio #crm #salespipeline #salesprocess #leadmanagement #marketingautomation #clientmanagement #onlinebusiness #streamlinebusiness