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

Pipeline View

Deals are displayed by their stage, To Identify your stage and how close you are to winning.

Timeline View

Deals are displayed by their chosen closure date, To view upcoming scheduled deals one by one.

List View

Develop a clear understanding of your sales momentum and priorities, also it’s where you can export your deals into spreadsheets.

Deals Dashboard

An executive view for all of your deals

In-depth Sales Reports

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.

Sales Funnel

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.

 

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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.