Built for Chambers, Main Streets, Tourism organizations, local media teams, and other lean community-focused teams that need to track opportunities before they close and commitments after they’re made.
Deals help you manage sales opportunities and relationships through a pipeline. Deliverables help you manage onboarding, sponsor fulfillment, projects, and other commitments after an agreement is reached.
Locable combines Sales Pipelines, Deliverables Templates, CRM activity, and connected marketing tools so small teams can start faster, stay organized, and follow through without building everything from scratch.
Start with preset Sales Pipelines and Deliverables Playbooks for common workflows like member recruitment, sponsorships, onboarding, event planning, sponsor fulfillment, and internal projects so your team is not starting from a blank screen.
Track sales opportunities for members, sponsors, renewals, advertisers, partners, or clients while keeping related contacts, companies, notes, follow-ups, and activities connected in your CRM.
Turn recurring work into clear playbooks with tasks, due dates, assignments, and progress tracking so staff can follow best practices consistently without rebuilding the process every time.
Use Sales Pipelines and Deliverables alongside Locable’s directories, calendars, forms, email newsletters, Local Connections™, and other tools so your team can deliver on promises without managing the same work in separate systems.
See what needs attention, what has been completed, who owns the next step, and where work may be stuck so your team can stay accountable and demonstrate value to members, sponsors, clients, boards, and stakeholders.
Sales Pipelines and Deliverables are flexible enough for different workflows, but structured enough that lean teams are not starting from scratch.
Locable helps your team move from scattered follow-ups and informal promises to visible next steps, completed work, and a clearer record of the value you delivered.
Sales Pipelines: Manage conversations and opportunities before a commitment is made.
Deliverables Playbooks: Manage the work, tasks, and follow-through after the commitment happens.
What is the difference between a Sales Pipeline and a Deliverable?
Sales Pipelines help you track opportunities before a commitment is made, such as prospective members, sponsors, advertisers, partners, or renewals. Deliverables help you manage the work that happens after the commitment, including onboarding, fulfillment, event planning, and other projects.
Are Sales Pipelines the same thing as member deals, discounts, or coupons?
No. In Locable, a Sales Pipeline tracks opportunities and follow-up activity such as prospective members, sponsorships, renewals, partnerships, and advertising sales. Member discounts and promotional offers are managed separately through Locable's Offers tools.
Can I create my own pipelines and stages?
Yes. You can customize pipeline stages to match your process and create multiple pipelines for different types of opportunities.
Do I have to build everything from scratch?
No. Locable includes preset Sales Pipelines and Deliverables Playbooks designed around common workflows for Chambers, Main Streets, Tourism organizations, local media companies, and other community-focused teams. You can use them as-is or customize them over time.
Can I assign tasks and due dates?
Absolutely. Deliverables support assignments, due dates, comments, and progress tracking so everyone knows what needs attention and who owns the next step.
Can I manage one-time projects that don't fit a playbook?
Yes. While Deliverables Playbooks help standardize recurring processes, you can also create one-off tasks and projects whenever needed.
Can I track sponsorships, renewals, and advertising sales?
Yes. Sales Pipelines are designed to work for member recruitment, sponsorship sales, renewals, partnerships, advertising opportunities, grants, fundraising, and other relationship-driven opportunities.
Can I track the value of opportunities?
Yes. Sales Pipelines can track estimated values, priorities, notes, follow-up activity, and other details that help your team understand potential revenue and opportunity status.
How does this connect with the rest of Locable?
Sales Pipelines and Deliverables connect with your CRM records such as contacts, companies, forms, email marketing, directories, calendars, Local Connections™, and other Locable tools so work stays part of a single system instead of being spread across separate tools.
Will this replace my project management software?
For many Chambers, Main Streets, Tourism organizations, and local media teams, yes. Locable is designed to handle the everyday operational workflows that small teams manage most often. Organizations with highly specialized or enterprise-level project management needs may still choose to use dedicated project management tools.
How does this help prevent things from slipping through the cracks?
By giving opportunities, tasks, follow-ups, assignments, notes, and due dates a shared home. Instead of relying on spreadsheets, inboxes, sticky notes, or one person's memory, your team can see what is open, what is due, and what has already been completed.
Who is this designed for?
Sales Pipelines and Deliverables are built for Chambers of Commerce, Main Streets, Downtown organizations, Tourism organizations, local media companies, associations, nonprofits, and other small teams that need practical workflows without the complexity of traditional CRM and project management systems.
