Sales Pipeline & Opportunities

Optimize your sales processes with Tax Pro 360's Sales Pipeline & Opportunities feature. Visualize your leads' journey, streamline your workflow, and enhance communication with prospects. Effortlessly manage your sales team and watch your revenue grow as opportunities convert into loyal clients.

Visualize your Leads

Get the full picture of your leads' journey with Tax Pro 360's Sales Pipeline & Opportunities. See their progress at a glance, making it easy to track, decide, and follow up for higher conversions.

A Mac computer with pipe lines and opportnity inside and some funnel ilustration at the side | Taxpro-360
A Mac computer with pipe lines and opportnity inside | Taxpro-360

Made simple


Tax Pro 360 simplifies your sales pipeline and opportunities management. No more complex spreadsheets or confusing software. Our intuitive interface streamlines your sales process for better results.

Opportunity Statuses


Track and manage your opportunities effortlessly with Tax Pro 360's Opportunity Statuses feature. From lead to closed deal, stay in control, and get a clear view of each prospect's journey through your sales pipeline with statuses like Won, Lost, and Abandoned.

A Mac computer with pipe lines and opportnity inside and a context, Won, Lost, and abandon | Taxpro-360

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