Streamline Your Sales Process with CRM & Pipeline Management from DxM Marketing AI

If you’re still tracking leads and sales opportunities in spreadsheets, inboxes, or sticky notes, you’re probably losing deals — and valuable time. A streamlined CRM (Customer Relationship Management) system with smart Pipeline Management is the backbone of any growing business. With DxM Marketing AI, everything you need to track, manage, and close leads is at your fingertips — in one easy-to-use dashboard.

It's not just about organizing contacts — it’s about building momentum and converting more opportunities into revenue.

What is CRM & Pipeline Management?

CRM & Pipeline Management in the DxM Marketing AI platform provides a visual, interactive way to track leads through every stage of the customer journey. From first contact to closed deal, you can see exactly where each lead stands, assign tasks, automate follow-ups, and stay in complete control of your sales pipeline.

It’s built to be used — not buried — so your team stays on task and no opportunity falls through the cracks.

Key Benefits to Your Business

1. Centralised Lead Management

All your leads, contacts, conversations, notes, and history are stored in one secure system. You can filter by lead source, stage, or assigned team member — keeping your sales process organized and transparent.

2. Customisable Sales Pipelines

Design your own pipelines that match your actual sales process — from “New Lead” to “Proposal Sent” to “Closed Won.” Move leads easily with a drag-and-drop interface and get a clear view of what’s coming next.

3. Task & Activity Automation

Assign tasks, set reminders, and automate key actions based on pipeline activity. Whether it’s a follow-up call, appointment scheduling, or proposal email — the system ensures nothing gets missed.

4. Improved Team Collaboration

Sales and marketing teams can work from the same platform, see what others are doing, and keep communication flowing. Everyone knows what’s happening with each lead, which improves accountability and coordination.

5. Sales Forecasting & Reporting

Know your numbers. See projected revenue, deal conversion rates, and sales performance metrics in real time. Make informed decisions, identify bottlenecks, and scale smarter.

Why Choose DigitalxMarketing?

At DigitalxMarketing, we specialise in helping New Zealand businesses grow through smart systems, marketing AI, and practical strategies. With our expertise in digital marketing, AI Agents, automation, and business growth consultancy, we don’t just set you up with a CRM — we help you optimise it for real-world performance.

Whether you’re a solopreneur or a sales team leader, we tailor your CRM and pipeline structure to match your sales style — and train your team to use it effectively.

Ready to Close More Deals?

Your CRM shouldn’t be a burden — it should be a sales-boosting machine. With CRM & Pipeline Management from DxM Marketing AI, you’ll never miss a follow-up, lose a lead, or wonder what’s next in your sales funnel.

Book a free strategy call with DigitalxMarketing and take control of your pipeline today.