Easy-to-use sales pipeline
Drag and drop your sales opportunities to track their stage. Schedule meetings and send emails to your prospective clients with one click. Schedule next activities to stay on top of your game.
Choose from a list of predefined email or sms templates. Call your prospective clients directly from the browser and listen to past call recordings.
You can report on virtually any data that is captured in the CRM and you can save any report as a "Favourite" so you can easily view it later.
Reports display data as it is at this moment in time. You can export your reports to Excel to dig into it further.
Store contact information of any customer or supplier you've done business with in the past.
Send meeting invites
Organise your diary and send meeting invites to your clients reminding them of important dates.
Maintain full history
Business opportunities, quotes, sales, emails, SMSs and phone calls are linked back to your contact database.
Emails that are sent from the CRM are automatically tracked and will influence a contact's contactability score.
Click to dial
Call contacts and leads by clicking on their number. The CRM uses your device's microphone and makes calls directly from your browser.
All calls are recorded and are available to be listened to on the communication thread by users who have manager access rights.