Automate and Close More Sales with a Custom Sales Pipeline in GEM Software

Abstract

A streamlined sales pipeline is the key to turning leads into paying clients. With GEM Software, you can build a custom sales pipeline that automates your sales process and helps you close more deals faster.

Introduction

If you don’t have a clear system to manage leads, you’re leaving money on the table.

Many entrepreneurs track sales in notebooks, spreadsheets or their memory. That’s a recipe for lost deals and missed follow-ups.

A custom sales pipeline in GEM Software fixes that.

It shows you where every lead is, what action to take next and which deals are ready to close. Even better? It’s automated so you can work smarter, not harder.

What Is a Sales Pipeline?

A sales pipeline is a visual system that shows each step a lead takes before becoming a customer.

It’s usually divided into stages like:

• New lead

• Contacted

• Discovery call booked

• Proposal sent

• Closed sale

With GEM Software, each of these stages is customizable and automated.

This means your pipeline reflects your real sales process not a generic template.

Why Automate Your Sales Pipeline?

Manual follow-ups are tiring. Automation changes everything.

Here’s why automation inside GEM matters:

✅ Never Miss a Lead

As soon as someone opts in, they enter your pipeline. You won’t forget to follow up they’re already being nurtured.

✅ Track Every Stage

You’ll always know where each prospect is in your funnel. No guessing, no digging.

✅ Speed Up Sales

Automated reminders, emails, and updates keep momentum high so you close faster.

✅ Better Customer Experience

Your prospects feel supported. They get timely follow-ups and helpful messages without delay.

How to Build Your Custom Sales Pipeline in GEM Software

Let’s break it down step-by-step:

Step 1: Map Out Your Sales Stages

Think about how you usually move a lead to a sale. Write down the steps.

Example:

1. New Lead

2. Call Booked

3. Call Completed

4. Proposal Sent

5. Sale Closed

6. Onboarding

GEM lets you name and order your stages based on your flow.

Step 2: Set Up the Pipeline in GEM

Inside your GEM dashboard:

• Go to the Opportunities section

• Click “+ Pipeline”

• Name your pipeline (e.g., Coaching Sales Funnel)

• Add your stages and customize the layout

This takes just minutes, but gives you total clarity on every opportunity.

Step 3: Create Triggers for Automation

This is where the magic happens.

GEM lets you automate actions when a lead enters or moves between stages.

Examples:

• Send a welcome email when a lead enters “New”

• Send a booking link when they hit “Call Booked”

• Notify you when they reach “Proposal Sent”

• Start onboarding email sequence once marked “Closed Won”

This keeps everything flowing, even when you’re busy.

Step 4: Connect Forms and Funnels

Every lead from your funnels, forms, or website should flow directly into the pipeline.

GEM makes this easy:

• Attach your pipeline to lead forms

• Connect funnel buttons to pipeline actions

• Tag leads by interest or product

Now your entire business talks to each other in real time.

Step 5: Use Cards to Manage Leads

Inside each pipeline stage, you’ll see lead “cards.”

Click on a card to view:

• Name

• Contact info

• Tags

• Notes

• Stage history

From here, you can call, email, or message your leads right inside GEM.

You’ll never lose track again.

Step 6: Monitor and Improve

Track your pipeline daily.

Ask:

• Where are most leads getting stuck?

• Are follow-ups being sent automatically?

• What’s my close rate per stage?

GEM’s built-in analytics show you what’s working and where to improve.

Real-World Example: How One Coach Doubled Her Sales

Emma, a mindset coach, had leads coming in from free webinars. But she was overwhelmed with follow-ups.

She set up a custom sales pipeline in GEM Software.

Now:

• Leads go into the pipeline the moment they register

• Each stage has email automations built-in

• She gets reminders to call hot leads

• Closed clients trigger onboarding automatically

Within 30 days, she doubled her conversion rate and cut her follow-up time in half.

Common Mistakes to Avoid

Even with GEM’s powerful tools, avoid these traps:

• Skipping stages – Don’t jump from lead to sale without tracking the steps

• Too much automation – Keep the human touch where it matters (like calls)

• No follow-up sequences – Leads cool off fast stay on top of them

• Forgetting to update stages – Use automation or habits to keep things current

Best Practices for a High-Converting Sales Pipeline

• Set clear goals for each stage

• Add notes after every interaction

• Use tags to segment leads

• Automate follow-ups and reminders

• Celebrate every closed deal (yes, it matters!)

Key Takeaways

• A custom sales pipeline in GEM Software helps you automate and track your sales process

• You can visually see where every lead is and what to do next

• GEM’s automation keeps leads warm and moving forward

• Sales pipelines help you close more sales without burning out

• With GEM, setting up a pipeline takes minutes but the impact is long-term

Conclusion

Sales shouldn’t be stressful. When you use a custom sales pipeline in GEM Software, everything becomes easier.

You get more clarity. More consistency. And more closed deals.

So don’t wait. Build your pipeline today. Let GEM handle the heavy lifting so you can focus on what you do best.