CRM

Connect pipeline signals to cashflow planning

Turn your pipeline into cash visibility. Model probability, expected close dates, and payment terms so planning reflects what revenue is likely to happen—not just what you hope.

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Pipeline that becomes cash visibility

CRM works best when deal progress informs forecasting and execution. Spifex connects pipeline signals to cashflow planning by default.

Revenue visibility

See what is likely to close, when it may close, and how it impacts cash timing.

Better forecasting

Use probability and stage signals to reduce optimism and improve forecast accuracy.

Sales-to-finance alignment

Common definitions for stages, terms, and ownership eliminate handoff ambiguity.

Cleaner execution

Handoffs to billing, settlements, and reconciliation become structured, not improvised.

How CRM works

Capture pipeline signals, model cash expectations, and connect outcomes to execution and planning.

Capture signals

Track deal stage, probability, expected close date, and key terms with ownership.

Model expected cash

Translate pipeline into expected inflows with timing based on terms and confidence.

Plan and execute

Feed expected inflows into Cashflow and connect won deals to billing and settlements.

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Capabilities built for predictable revenue

Core features that connect pipeline progress to planning, execution, and measurable outcomes.

Pipeline structure

Stages, probability, and ownership create consistent signals instead of subjective notes.

Terms and timing

Expected close and payment terms turn opportunities into a cash timeline.

Forecast scenarios

Model best/base/worst cases using probability and stage transitions—without manual spreadsheets.

Handoffs to execution

Connect won deals to billing, settlements, and reconciliation so outcomes are operational.

KPIs that improve predictability

Measure conversion, cycle time, and forecast accuracy so your pipeline becomes reliable planning input.

Pipeline coverage

Share of expected revenue represented in pipeline with terms and dates.

Stage conversion

Conversion rate between stages to improve process quality.

Forecast accuracy

Variance between expected and realized inflows over time.

Sales cycle time

Time from created to won with drivers by segment or owner.

Make pipeline signals operational

Start with one rule: every opportunity has probability, expected timing, and terms—so planning is grounded in reality.

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