Loxo Blog
Loxo Sales Pipeline

Tired of switching between screens and paying for multiple tools, recruiters have been begging their ATS provider for more functionality for years. No longer satisfied with a stand-alone ATS, recruiters want an all-in-one ATS/CRM solution that supports recruiting as well as business development.

However, ATS providers have left recruiters wanting more, failing to deliver when it comes to business development. Third-party agencies have had to develop workarounds that have limited transparency and the ability to collaborate across teams.

Introducing Deals

At Loxo, we want you to know that we not only heard you, but we have acted on your feedback. For weeks our product and customer success teams have been heads down, collaborating to create the perfect solution.

Today, I get to share with you the end result. The team has officially launched Deals for all Loxo users.

Loxo Blog
Loxo Sales Pipeline

Deals is a brand new business development tool that allows users to build and manage their sales pipelines right from Loxo. The new feature coupled with Loxo’s existing toolset provides users with the tools they need to track and nurture leads throughout the entire sales process from prospect to closed.

Best of all, Loxo’s Deals is customizable and gives users the flexibility needed to tailor it to their agency’s business development process.

How does ‘Deals’ work?

Loxo Blog
Loxo Sales Pipeline

The Loxo Deals page features a simple and clean interface where users can build and customize one or more sales pipelines. Sales pipelines can be viewed in either one of two ways:

  • Grid View: In the Deals grid, Loxo users can view all active deals across all sales pipelines. Users can then sort and filter the information by deal name, owner, pipeline, stage, company, etc.
  • Column View: Features a Trello-esque, kanban board (much like Loxo’s hiring pipeline) where users can build and customize different stages. Users can then easily track their progress by dragging and dropping deals to the appropriate stage. (Editor’s Note: To see column view, please refer to the image at the top of the post)

With deals, Loxo users can also set annual revenue goals and follow their monthly progress. Loxo will automatically assign a monthly target and track the projected revenue in each pipeline stage as well as your overall progress towards hitting your monthly goal.

Say goodbye to spreadsheets

Loxo Deals eliminates the need for any separate solutions and makes it easier for recruiting and business development to collaborate.

It’s time to say goodbye to spreadsheets, and say hello to Loxo. With Loxo, you can now manage your entire process from lead prospecting all the way to candidate placement all from one screen, making Loxo the best solution for third-party recruiting.

Loxo Blog
Loxo Sales Pipeline