What Is a Sales Funnel?

A sales funnel describes the stages a prospective customer moves through from awareness or initial contact toward a desired action.

Typical stages

A funnel may include discovery, lead capture, qualification, consideration and conversion, although the exact stages depend on the business.

A funnel describes the customer journey while a CRM can record and manage the people and opportunities moving through it.

Automation can trigger follow-up after actions such as form submissions or appointments.

Define the important transition at each stage and identify where prospects are being lost.

Choose funnel software based on the pages, forms, checkout, integrations and follow-up workflows you actually need.

Compare the platform against your actual requirements before deciding.