So, you need to wrangle your sales process into something you can actually manage—and you’re wondering if Brevitypitch is the right tool, or how to use it without creating a mess. This guide is for you: founders, sales managers, and anyone who’s tired of sales pipelines that look good in theory but fall apart in practice.
We’ll walk through how to set up a sales pipeline in Brevitypitch, keep it running, and avoid the usual pitfalls. No fluff, just what you actually need to know.
1. Get Clear on What Your Pipeline Needs to Do
Before you even touch Brevitypitch, take five minutes to answer these questions:
- What stages do leads really go through before a deal closes? (Not what you wish, but what actually happens.)
- Who needs to use this pipeline—just you, or a team?
- What must you track? (Deals, contacts, activities, custom fields?)
Pro tip: Don’t copy Salesforce’s pipeline stages unless you’re Salesforce. Start with as few stages as possible. More complexity means more things to break.
2. Create Your Pipeline in Brevitypitch
Alright, log into Brevitypitch. Here’s how to get a pipeline up and running:
a. Find the Pipelines Section
- Usually, there’s a sidebar or a tab labeled “Pipelines” or “Sales Pipelines.” If you don’t see it, hit the search or help icon—some plans hide it.
b. Click “New Pipeline” or “Create Pipeline”
- Name it something obvious (e.g., “Inbound Sales Q3” or “Partnerships”), not “Pipeline 1.” You’ll thank yourself later.
c. Add Your Stages
- Enter each stage your deals move through. Typical (but not universal) stages:
- New Lead
- Contacted
- Qualified
- Proposal Sent
- Negotiation
- Closed Won / Closed Lost
What works:
Start lean. You can always add more stages. Too many, and reps will get confused and deals will stall.
What to skip:
Don’t add a stage for every tiny action (like “Left Voicemail”). That’s what activity tracking is for.
d. Set Up Basic Fields
- At minimum, track:
- Deal name
- Value
- Contact/company
- Expected close date
If you need custom fields (e.g., product line, lead source), add them now—but only if you’ll actually use the data.
3. Add and Organize Your Deals
a. Import Existing Leads/Deals
- Brevitypitch usually lets you import from CSV, spreadsheets, or other CRMs. Double-check your columns line up with your pipeline fields.
- Clean your data first. Garbage in = garbage out.
b. Manually Add New Deals
- For walk-in leads or one-off deals, hit “Add Deal” or the plus (+) button.
- Fill in the fields. Don’t overthink it—speed matters more than completeness at this stage.
c. Assign Owners
- Make sure every deal has a clear owner. If everyone owns a deal, no one does.
4. Use the Pipeline View (Kanban Board, List, or Whatever Works)
- Brevitypitch usually gives you a Kanban-style board (drag-and-drop), a list view, and sometimes a timeline.
- Use whatever makes it easiest to spot stuck deals or bottlenecks.
What works:
- Drag deals from stage to stage as they progress. Do this every time you interact with a deal.
- Filter by owner, deal size, or close date when you need a focused view.
What doesn’t:
- Don’t rely on color-coding or custom filters you never use. Stick to the basics.
5. Track Activities and Notes—But Don’t Overdo It
- Log calls, emails, meetings, and notes related to each deal. This helps you remember what happened and keeps your team in sync.
- Attach files if it’s contract-heavy (but don’t treat your CRM as Dropbox).
Pro tip:
Set a recurring calendar reminder to log your notes. If you wait until “later,” you’ll forget.
What to ignore:
Don’t use the notes field for brain dumps. Keep it short: “Called, left voicemail. Will follow up Thursday.”
6. Set Up Reminders and Automations (But Start Simple)
- Brevitypitch offers reminders and basic automations (like follow-up tasks or notifications).
- Set up reminders for:
- Following up on untouched deals after X days
- Proposal deadlines
- Contract renewal dates
What works:
Start with one or two automations. Too many, and you’ll start ignoring “URGENT” emails from your own system.
What to skip:
Don’t automate outreach unless you’re ready to monitor it. Nothing tanks trust like a botched auto-email.
7. Review (and Clean Up) Regularly
- Block 15 minutes weekly to review your pipeline:
- Are deals stuck? Move or close them.
- Any duplicates or zombie deals? Archive them.
- Are the stages still working? Adjust as needed.
Honest take:
The pipeline is only as good as the data in it. If you don’t keep it clean, it’ll get ignored. Nobody likes a graveyard CRM.
8. Use Reports, But Don’t Drown in Data
- Brevitypitch lets you run basic reports: deals by stage, forecast, win/loss rates, etc.
- Use reports to spot trends, not to create homework for your team.
What works:
- Check your pipeline velocity (how fast deals move) and conversion rates.
- Share simple dashboards, not 20-page PDFs.
What to ignore:
- Don’t obsess over every metric. Focus on the few numbers that actually drive your business.
What Brevitypitch Does Well (and Where It Falls Short)
Strengths:
- Easy to get started—good UI, quick setup.
- Nice drag-and-drop pipeline view.
- Enough customization for most small/medium teams.
Weak spots:
- Reporting can be limited if you’re a data junkie.
- Not ideal for super-complex sales processes with lots of branching paths.
- Automations are basic—fine for reminders, not for building a robot army.
Bottom line:
If you need something simple and clear, Brevitypitch is a solid bet. If you need enterprise-level customization or integrations, you’ll hit the ceiling eventually.
Keep It Simple—And Iterate
Setting up a sales pipeline in Brevitypitch isn’t rocket science, but keeping it useful is all about discipline. Start with the basics, resist the urge to overcomplicate, and keep tweaking as you see what works. The best pipeline is one you actually use. Don’t let perfect be the enemy of done.
Now, go build a pipeline that helps you close deals—not just fill out reports.