CRM
Every lead, deal and follow-up in one place
CRM helps sales teams turn leads into customers with a clear pipeline and a record of every interaction. Leads arrive from web forms and imports, become opportunities and move through stages you define. Activities, quotations and reports show what is closing and where follow-up is needed.
Demo videos
Walk through the module screen by screen.
What it does
Built for Sales teams and business development managers
- Leads
Capture leads from web forms or imports and qualify them with custom fields.
- Opportunities and pipeline
Move opportunities through pipeline stages and see the value at each stage.
- Activities and quotations
Log calls, meetings and tasks, and send quotations with approval.
- Campaigns and reports
Track campaigns and report on pipeline, conversion and team performance.
Works well with
See it running on your own data.
Book a demo and we'll set up a workspace with the modules you need.