Sales & CRM
Deal pipelines
Deal pipelines — part of Sales CRM.
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Part of Sales CRM
Deal pipelines lives inside SerapisERP Sales CRM. Stages, values, probabilities, ownership, and activity history per deal.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Sales CRM on for orgs that need it — leave it off for everyone else.
Because deal pipelines sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Deal pipelines
Stages, values, probabilities, ownership, and activity history per deal.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Sales CRM permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Deal pipelines sold separately?
No. Deal pipelines is part of Sales CRM. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Deal pipelines?
Enable Sales CRM for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Deal pipelines share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.