What is Tubular?
Tubular is a cloud-based sales pipeline and customer relationship management (CRM) software that enables teams to manage their contacts, leads, deals, tasks, and more. It offers tools for visualizing the sales pipeline in real-time so that users can quickly understand what stage each deal is at without manually updating it. Tubular's workflow integration ensures that it fits seamlessly within an organization's existing processes.
One of the key features of Tubular is its email correspondence management system. Each deal has its own unique email address which can be included in CC or BCC fields so that all related emails are easily accessible from the deal timeline. The software allows indexing of contacts, organizations, and deals so that users can search for information as required.
Users can prioritize tasks with due dates linked directly to deals with notifications sent when completed automatically. Filters enabling visual sales reports highlighting trends by quarter or team member help users make data-driven decisions about where to focus their sales efforts. The software also supports lead importing from multiple sources including MailChimp and Autopilot while web forms or popups captured via Tubular are supported for creating new leads.
Categories & Use Cases
Media
1 / 6






