Glossary · CRM
Lead pipeline
Updated
A lead pipeline is the list of people who might book, sorted by how close they are. A typical one has five or six stages: new enquiry, contacted, proposal sent, negotiating, won, lost. Each lead is a card that moves rightward as the conversation progresses, and the board shows at a glance where the money is stuck.
Ground transportation sells on response time. A corporate travel manager who emails three operators about a new account will usually go with the one who answers first and follows up properly. The pipeline is how a small office does that without a dedicated sales team: every enquiry is a card, every card has a next step, and nothing sits in an inbox.
The common mistake is using the pipeline only for big accounts and letting retail enquiries go straight to the reservation form. Then the wedding that asked for a quote and never replied is not followed up, and the operator never learns which sources produce bookings and which produce noise.
How liverybook handles it
The CRM has a lead pipeline board, a kanban of leads by stage, with CRM accounts behind the leads. From a lead the rep can send a proposal, start a sequence of follow-up emails, and create tasks. Proposals accepted with payment convert to bookings in one atomic transaction, and a lead with a paid booking is locked so its history is preserved. See CRM.
Related terms
This term lives in CRM. liverybook is the operating system for ground transportation.