How to automate and close more sales with is a custom sales pipeline in gem software

Abstract

A custom sales pipeline is more than just a visual tracker. It’s your personal roadmap to better leads, better automation and better sales outcomes. With GEM Software, you can build and automate a sales pipeline that matches your process not someone else’s. This article will guide you step-by-step on how to automate and close more sales with a custom sales pipeline in GEM Software so you can save time, stay organized and scale faster.

Introduction

Sales doesn’t have to be complicated. But without a system, it often is. Leads get lost. Follow-ups are forgotten. Deals slip through the cracks. That’s where a custom pipeline in GEM Software changes everything. It lets you visualize your entire sales process. You know exactly where every deal stands. And better yet, you can automate the steps between each stage. That means less manual work and more closed sales.

Key Takeaways

• A custom sales pipeline lets you organize and track every lead.

• With automation, you eliminate follow-up fatigue.

• Custom workflows trigger emails, tasks, and reminders automatically.

• Reports show where your leads convert and where they drop off.

• GEM Software helps you automate and close more sales without adding pressure.

What Is a Sales Pipeline in GEM Software?

A sales pipeline is a visual layout of your sales process.

In GEM Software, it’s a drag-and-drop board with customizable stages. Each stage represents a phase in your sales cycle.

Example stages:

• New Lead

• Contacted

• Discovery Call

• Proposal Sent

• Closed Won

• Closed Lost

You can add, delete, or rename stages based on how you sell. Each lead moves from one stage to the next as they progress.

Why Create a Custom Pipeline?

Every business sells differently. Your pipeline should match your unique process. GEM Software lets you fully customize your pipeline from the stage names to the automation rules.

Here’s why that matters:

✅ Clarity

You always know where your leads stand.

✅ Focus

You prioritize high-value opportunities.

✅ Consistency

Your team follows the same process.

✅ Automation

You eliminate repetitive tasks.

When you customize your pipeline, you design your ideal sales experience.

Step 1: Set Up Your Pipeline in GEM

Let’s build your pipeline from scratch.

1. Go to “Opportunities” in the GEM dashboard.

2. Click “Create New Pipeline.”

3. Name your pipeline (e.g., “Coaching Sales,” “High-Ticket Offers”).

4. Add stages to reflect your sales flow.

5. Save.
   

Now you have a blank but powerful sales tool ready to fill with leads.

Step 2: Add Leads and Opportunities

Once your pipeline is ready, it’s time to add some action.

You can:

• Manually create new opportunities

• Import from a CSV file

• Sync contacts from a form, booking or funnel

Each opportunity includes:

• Name

• Contact info

• Value of the deal

• Source (e.g., Facebook, website, email)

• Notes or tags

This helps track every potential sale with full visibility.

Step 3: Drag-and-Drop Simplicity

As your leads move forward, just drag them to the next stage. This makes it easy to keep track without messy spreadsheets. You’ll never forget a lead again.

Step 4: Automate Follow-Ups Between Stages

This is where the magic happens.

In GEM Software, each pipeline stage can trigger automations. That means when you move a lead, things happen automatically.

Examples:

• Send a “Thank You” email when a proposal is sent

• Assign a task to your team for follow-up

• Trigger a reminder if a lead is in a stage too long

• Notify you when a deal is marked “Won”

You save hours each week just by letting GEM handle the routine.

Step 5: Customize Workflows Around Your Pipeline

Want even more power? Use GEM workflows.

Here’s how:

• Go to the “Automation” tab.

• Create a new workflow.

• Choose “Pipeline Stage Changed” as the trigger.

• Add steps like emails, SMS, or internal tasks.

Now your pipeline becomes a living system. It works for you, not the other way around.

Step 6: Use Filters and Reports

You can’t improve what you don’t measure.

GEM lets you filter by:

• Stage

• Source

• Assigned user

• Date created

• Deal value

And with built-in reporting tools, you can track:

• Conversion rates between stages

• Average time in pipeline

• Revenue forecasts

• Top-performing team members

These insights help you close more deals faster and smarter.

Common Pipeline Mistakes to Avoid

Even the best tools can be misused. Watch out for these common errors:

❌ Too many stages

Keep it simple and easy to follow.

❌ No clear next steps

Each stage should include an action.

❌ Ignoring automation

Manual follow-ups = missed chances.

❌ No lead scoring

Use tags or value to sort your best leads.

Keep your pipeline clean, lean, and clear.

Advanced Tips to Close More Sales

Want to step it up? Try these:

🔹 Add “Lost Reason” Tags

Track why deals don’t close. Improve your messaging.

🔹 Segment Pipelines by Offer

Use different pipelines for low-ticket vs. high-ticket offers.

🔹 Time-Based Triggers

If a lead stays in one stage too long, trigger a nudge email.

🔹 Combine with AI Chatbots

Qualify leads before they even hit your pipeline.

GEM Software gives you full control to refine, adjust, and scale.

Conclusion

Sales success does not happen by accident. It happens by design.

When you customize and automate your sales pipeline in GEM Software, you create a system built for growth. You stop chasing leads and start closing deals. You save time. You reduce errors. You scale faster.
So take a few minutes today. Build your pipeline. Set up your automations.

Your future self and your bank account will thank you.