CRM & Pipeline Management
Eliminate Sheets — Centralize contacts, deals, tasks, and sales pipelines.
Stop losing track of deals in spreadsheets. Ventry CRM centralizes every lead, prospect, customer, and partner into a single contact record — complete with conversation history, call recordings, notes, tasks, pipeline stage, and estimated deal value.
Pipeline Visibility
Deal Conversion Lift
Manual Entry Reduced
Key Features & Automation Rules
Visual Kanban Sales Pipelines
Drag-and-drop deals across customized stages (New Lead → Qualified → Demo → Proposal → Won).
Unified Contact History
Every email, text, phone call, form submission, and invoice logged on one chronological timeline.
Automated Deal Movement
Automatically advance deals when a customer books a calendar slot, fills a form, or pays an invoice.
Smart Lists & Advanced Filtering
Create saved dynamic list segments based on activity, tags, location, company size, or lead score.
Who Uses CRM & Pipeline Management?
B2B sales teams tracking pipeline revenue and deal probability
Service businesses managing leads from inquiry to closed job
Executive search agencies managing candidates and client placements
Franchises maintaining lead visibility across multiple territories
Frequently Asked Questions
Can I create multiple sales pipelines?
Yes, you can build unlimited pipelines for sales, onboarding, recruiting, client retention, or partner management.
How do contacts get assigned to sales reps?
Contacts can be assigned manually, round-robin distributed, or routed automatically based on lead score or territory.
Connected Growth Tools
Reputation Management
Automate review requests over SMS and email at peak customer satisfaction, respond on-brand in seconds using AI, and elevate your local Google Business Profile ranking.
Email Marketing
Design high-converting HTML emails, automate targeted drip campaigns, segment lists dynamically, and track real-time open and click revenue.
Social Planner
Schedule, publish, and analyze social media posts across Facebook, Instagram, LinkedIn, TikTok, X (Twitter), and Google Business Profile from a single content calendar.
Schedule a Strategy Session
Build the team. Automate the work. Accelerate the business.
People. Process. Technology. AI.