View your entire pipeline in seconds
- Make management easier by having all deals in one place so you can quickly skim and see the status of every opportunity.
- Save hours of staff meeting time by having managers give status updates and instant feedback.
- Easy sequence shows you exactly what stage of the closing process each deal is in.
Customize your pipeline
- Add custom stages to your pipeline.
- Keep track of all activity within your pipeline and your entire sales force.
- Always know why a deal was lost and optimize your sales process to prevent it from happening in the future.
Know your contacts inside and out
- Create detailed profiles for all your contacts and opportunities.
- Have your activity history, contact information, and files all in one place for instant access.
- Managers can add notes to help salespeople close deals faster.
- Add files or tags to contacts at any time so all relevant documents are available to salespeople. No more scrambling around for documents.
Always know the next task ahead
- Keeps you up-to-date on every step so a salesperson never has to think on what to do next.
- Assign tasks to yourself or to any salesperson on your team.
- Give and get last-minute feedback before an important meeting.
Use the notification system
- To get reminders of all upcoming events and appointments.
- Make sure every lead gets followed up on.
- Our system will notify you if it looks like a task or lead is falling through the cracks.
Detailed reports to optimize your team’s sales performance
- Visualize your sales pipeline to see where all your deals stand.
- Identify customers with whom you have not followed up with.
- Evaluate team performance by tracking deal progress week over week.