Start a New Deal with Ease
Easily create a new deal by filling in key details such as the deal name, company, owner, and contact. Customize your deal flow and manage every stage effortlessly, ensuring your sales process stays organized and on track.
Easily Track Deal Progress with Drag & Drop
Effortlessly manage your sales deals by tracking their progress through stages like Prospect, Qualified, Quotation/Proposal, and Won/Closed. Use the intuitive drag-and-drop feature to move deals between stages, making it easier to stay organized and keep your team focused on closing opportunities.
Create Sales Tasks to Follow Up with Prospects
Easily create sales tasks to stay on top of your prospect follow-ups. Set reminders, assign due dates, and track progress to ensure no opportunity is missed. Whether it’s scheduling a call or sending an email, keep your sales process organized and efficient.
Plan and Track Sales Events for Seamless Follow-Ups
Easily organize and schedule sales meetings or calls with prospects. Set reminders, track event progress, and never miss an important follow-up. Whether virtual or in-person, ensure your sales team stays on top of every opportunity and keeps the momentum going.
Schedule and Manage Sales Calls with Ease
Effortlessly schedule and track sales calls with prospects or clients. Set reminders, assign agents, and organize call details to ensure timely follow-ups and effective communication. Keep your sales process on track by managing every call in one central place.
Understand Your Deal’s Progress with Custom Status Levels
Easily track the progress of each deal by adding custom status levels, such as Not Started, In Progress, Completed, or On Hold. These levels provide a clear snapshot of the deal’s current stage, ensuring your team stays informed and can act accordingly.
Set Workflow Rules to Automatically Convert Emails and Forms into Deals
Automate your sales process by setting workflow rules that instantly convert incoming emails and form submissions into new deals. Save time, reduce manual work, and keep your sales pipeline flowing seamlessly, allowing your team to focus on closing deals.
