Tool Details

Tubular icon

Tubular

Overview

Tubular is a sales pipeline management and CRM tool designed to streamline sales processes for collaborative sales teams. It helps organize leads, close deals faster, and generate sales reports efficiently, all at an affordable price. Tubular integrates with various apps and offers features like lead capture, tracking, scoring, and workflow automation to enhance sales productivity.

Industry: CRM Software

Ideal Customer Profiles: Tubular's ideal customers are businesses and sales teams across various industries such as agencies, healthcare, manufacturing, tech, e-commerce, and real estate, looking for an affordable and user-friendly CRM solution to manage their sales pipeline and improve lead conversion rates.

Website: tubular.io

LinkedIn: http://linkedin.com/company/tubular.io

Twitter: http://twitter.com/tubular_io?lang=en

Products

Sales Pipeline Management

Tubular offers a comprehensive sales pipeline management system that automates workflows and provides detailed analytics, making it easier for sales teams to track and manage deals efficiently.

Features

Pipeline Visualization

Description: Provides a detailed view of each deal in the sales pipeline with instant filters, charts, and graphs, allowing teams to understand the most profitable regions and sectors.
Benefit: Helps sales teams quickly identify and focus on the most promising deals, improving efficiency and conversion rates.

Lead Automation

Description: Automates the capture and nurturing of leads through website integration and app synchronization via Zapier, ensuring no lead is dropped.
Benefit: Increases lead conversion rates by ensuring timely follow-ups and responses.

Revenue Forecasting

Description: Provides tools to predict and forecast revenue, manage recurring revenue, and track payment schedules.
Benefit: Improves financial planning and helps manage future workloads effectively.

Sales Gamification

Description: Tracks team performance through a real-time leaderboard, encouraging and motivating the sales team to align with company goals.
Benefit: Boosts team morale and productivity by fostering a competitive and goal-oriented environment.

Call Logging

Description: Allows sales teams to log calls and track call activity directly within the sales pipeline, keeping notes and reporting progress.
Benefit: Ensures comprehensive tracking of client interactions, aiding in better follow-up and relationship management.

Lead Management

Tubular's lead management system is designed to capture, track, and nurture leads from multiple sources, providing a complete profile of each lead using advanced data analytics.

Features

Lead DNA

Description: Transforms email addresses into complete profiles using over 85 data points, providing a comprehensive understanding of each lead.
Benefit: Enables sales teams to tailor their approach based on detailed client insights, improving conversion rates.

Multi-Source Lead Tracking

Description: Tracks leads from various sources and campaigns, including web forms, emails, and marketing mail-outs.
Benefit: Provides insights into the most effective lead generation channels, optimizing marketing efforts.

Lead Assignment

Description: Allows for internal lead assignment and ensures follow-ups are scheduled to drive higher conversion rates.
Benefit: Improves lead response times and ensures accountability within the sales team.

Deal Flow Overview

Description: Provides an instant overview of the company's deal flow, allowing quick assessment of deal stages and values.
Benefit: Enables quick decision-making and prioritization of deals needing attention.

Advanced Filtering

Description: Offers advanced filtering options by stage, quarter, team member, or forecast label, providing detailed insights quickly.
Benefit: Enhances the ability to analyze and act on specific segments of the sales pipeline.

CRM Integration

Tubular integrates seamlessly with popular tools like Slack, Gmail, Outlook, and Zapier, preserving existing workflows and enhancing team collaboration.

Features

App Integrations

Description: Integrates with a wide range of apps via Zapier, including Slack, Autopilot, Mailchimp, and Typeform, to enhance existing workflows.
Benefit: Facilitates seamless data flow and communication across different platforms, improving efficiency.

Email Integration

Description: Allows emailing of contacts and clients directly from the platform using Gmail sync or BCC feature, ensuring all communications are tracked.
Benefit: Streamlines communication and ensures all client interactions are logged within the CRM.

API Access

Description: Provides API access for custom integrations with various programming languages and frameworks, including PHP, .NET, and Rails.
Benefit: Enables developers to create custom solutions and integrations tailored to specific business needs.

Slack Integration

Description: Integrates with Slack to send notifications directly into Slack channels, enhancing team communication.
Benefit: Improves team collaboration and ensures timely updates on sales activities.

Outlook Integration

Description: Integrates with Outlook, 365, and Exchange, allowing seamless email management within the CRM.
Benefit: Ensures all email communications are synchronized and accessible within the sales pipeline.

Reporting and Analytics

Tubular offers powerful reporting and analytics tools that provide insights into sales performance, forecasts, and team activities, enabling data-driven decision-making.

Features

Sales Insights

Description: Provides quick and precise insights into sales performance, helping visualize trends and make informed decisions.
Benefit: Empowers sales teams to focus on high-impact activities and improve overall performance.

Trend Visualization

Description: Visualizes sales trends that may not be immediately apparent, aiding in strategic decision-making.
Benefit: Helps identify and capitalize on emerging opportunities in the sales pipeline.

One-Click Reporting

Description: Offers one-click reports that provide a comprehensive breakdown of sales forecasts and analytics.
Benefit: Saves time and improves the accuracy of sales reporting, aiding in strategic planning.

Revenue Prediction

Description: Uses report data to predict and forecast revenue, managing anticipated production and future workloads.
Benefit: Enhances financial planning and resource allocation, ensuring sustainable growth.

Deal Attention Alerts

Description: Notifies users of deals needing special attention and forecasts this data accurately in reports.
Benefit: Ensures critical deals are prioritized and managed effectively, improving closure rates.

Task and Workflow Management

Tubular's task and workflow management features automate sales processes, ensuring tasks are tracked and completed efficiently, reducing manual effort and errors.

Features

Task Tracking

Description: Tracks the status of sales team tasks and actions, ensuring nothing falls through the cracks.
Benefit: Improves accountability and ensures timely completion of sales activities.

Deal Triggers

Description: Automates the sales playbook with deal triggers, increasing deal closure rates and client engagement.
Benefit: Reduces manual effort and increases efficiency in managing sales processes.

Collaboration Tools

Description: Provides collaboration tools like comment boxes to share content and feedback with colleagues.
Benefit: Enhances team collaboration and ensures everyone is aligned on sales strategies.

Funnel Management

Description: Ensures comprehensive management of clients through the sales funnel, tracking each stage meticulously.
Benefit: Improves lead nurturing and conversion rates by ensuring consistent follow-up.

Task Templates

Description: Offers task templates to streamline and speed up the process of closing deals.
Benefit: Reduces redundancy and ensures consistency in task execution, improving efficiency.

Quantitative Benefits

""Within a month of setting up the software we were able to increase our lead conversion by 75%.""

Testimonials

"It's allowed our sales team to have a complete and simple view of progress no matter where they are. It's brilliant!"

Source: Sales pipeline management and CRM tool for collaborative sales teams.

"Within a month of setting up the software we were able to increase our lead conversion by 75%."

Source: Sales pipeline management and CRM tool for collaborative sales teams.

"Tubular for us has been a pleasure to implement, fun, useful and without the hassle of utilising previous CRMs."

Source: Sales pipeline management and CRM tool for collaborative sales teams.

"Tubular has made the daily life of our sales team so simple. Tubular has allowed our team to have a complete and simple view of progress no matter where they are. It's brilliant"

Source: Feature Tour Tubular - Tubular

"Now I have an up-to-date growth platform and I get to do all my normal operational jobs as CEO."

Source: Pricing - Tubular

"Tubular has allowed our sales team to have a complete and simple view of progress no matter where they are. It's brilliant"

Source: Pricing - Tubular

"I have used Tubular for over a year now with every feature improving our company's business development process. Compared to our previous experience with CRM tools, I have really enjoyed the speed of use, overall experience and ability to move the important steps forward in our sales process."

John R., Chief Product Officer at Partner

Source: Healthcare - Tubular

"We have chosen Tubular to manage our Sales Pipeline, leads, and CRM requirements due to the fast implementation and availability to get started as soon as we get the go-ahead with the team."

Jeff Nelson at Nelson Industries

Source: Manufacturing - Tubular

Customer Stories

Kantar Millward Brown

Problem: Managing their agency sales pipeline and new business processes efficiently.

Value Add: Tubular provided an easy-to-implement, fun, and useful CRM solution that was hassle-free compared to previous CRMs.

Outcome: Improved management of their sales pipeline and new business projects, likely resulting in more efficient processes and better project selection.

Source: Agencies - Tubular

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