Visual Sales Pipeline
We give you 3 efficient views of your deals and a super easy way to move them forward, simply drag and drop
Pipeline Management
Custom Deal Stages
Customize your deal stages to best suit your sales process and drive your business forward.
Sort & Filter
Sort and filter deals by their owner, region, source, product or expected closure date so you can make the best decisions to move your deals forward through the sales funnel.
Action-oriented Sales Pipeline
Send emails, add notes, add/edit tasks, have a quick view of contact profile and deal history, all without leaving your deal pipeline.
Notifications & Rotten Deals
Stay alerted to deals that need your attention the most. We will notify you when a deal is sitting in the pipeline for long with no progress or when a deal passes its closure date.
Clear overview of your deals
Pipeline View
Deals are displayed by their stage, so you get to know where you stand and how close you are to winning.
List View
develop a clear understanding of your sales momentum and priorities, also it’s where you can export your deals into spreadsheets.
Timeline View
Deals are displayed by their likely close date, so you you’ll never experience any surprises at the end of the month.
Deals Dashboard
Tailor data to match your business needs, track extra contact details and map additional fields from Web Forms or CSV files.
Sales Reports
Sales By Source . Region . Product
Sales team insights report gives you a visual overview of your sales divided into different categories, split by products, sales person, source and region. These filters help you to measure your team’s activity and analyze how to help your business grow faster.
Sales Funnel
Use your sales funnel report to track the progress of deals as they move through your funnel and identify the stages where you are winning and losing deals and discover weakness and anticipate challenges. See number of new deals added, number of open deals and stage-to-stage conversion for all deals and any time period.
Sales By User (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.
