Visual Sales Pipeline
Create your own mold and customize your deal stages to suit your sales process.
Sort & Filter
Pick the deals by their owner, region, source, product or expected closure date and manage them effortlessly.
Action-oriented Sales Pipeline
Complete you workflow by Sending emails, adding notes, add/edit tasks.Have a quick view of contact profile and deal history right in your pipeline.
Notifications & Rotten Deals
Get rid of your rotten deals and Stay alerted to deals that need your attention the most. Recieve alerts for deals that need attention or passed due date.
Easy to use, just drag and drop
Four Different views for your pipeline
Sales By Source, Region or Product
Sales team report gives you insights, a visual overview of your sales divided into different categories, split by-products, salesperson, source, and region. These filters help you to measure your team’s performance For future decisions.
Track the progress of deals as they move through your funnel step by step, Identify which stages you are winning or losing at to discover weaknesses and anticipate challenges. Check number of new deals added, number of open deals and stage-to-stage conversion for all deals and any time period.
Sales By Team Member
Our powerful filtering tool allows you to take the wide view or focus in on details. It provides you comparative data on how members of your team compare against one another.
Keep in contact Reminders
Let our system alert you, stay on top of your potential leads and ongoing deals
Look forward to future collaboration and set reminders to help you follow-up with a segment you didn’t contact for a long time.
Our timely reminders will create a task for you to memorize you with every contact that you didn’t contact for several days.
Marketing Tool for Small Business
When it comes to the need for Sales and Marketing together!
Send Personalized Newsletters
Personalize and increase your email marketing ROI. Our dynamic tags help you personalize the offering for each customer and increase your conversion rate easily.
Save Time With Customizable Templates
Promote whatever you want using one of our pre-built Templates collection that helps you increase your efficiency and even better you can create your own templates and add them to your collection.
Customize & Match Your Brand Identity
Add your company’s logo, name, colors, slogan and have more professional emails sent on your behalf.