Supercharge Your Sales Process with Intuitive, Relationship-Focused Tools
Effortlessly gather and organize potential customer information with ease.
Import large volumes of leads quickly and efficiently to save time.
Maintain complete profiles for each lead with all relevant information and activity history.
Assign leads among team members for effective management.
Update the status of your leads to keep your pipeline accurate.
Apply advanced filters and search by mobile number, name, and other attributes.
Supercharge Your Sales Process with Intuitive, Relationship-Focused Tools
Monitor your sales performance with live updates, gaining insights into trends and opportunities.
Manage your sales pipeline effectively, tracking each stage from lead to deal closure.
Track deal progress, including probability, expected closing date, and associated revenue
Workflow AutomationCreate automated processes specifically designed to meet your business needs.
Follow-Up RemindersStay on top of interactions with automated follow-up reminders and notifications.
Calendar IntegrationIntegrate with popular calendar applications for seamless scheduling and synchronization.
Supercharge Your Sales Process with Intuitive, Relationship-Focused Tools
Create and manage detailed profiles for customers, prospects, and partners.
Manage relationships between contacts and companies.
Record all interactions with contacts, including calls, emails, and meetings.
Supercharge Your Sales Process with Intuitive, Relationship-Focused Tools
Store all follow-up activities, including calls, emails, and meetings, in one place for easy access and tracking.
Set up reminders for follow-ups to ensure timely action and prevent missed opportunities.
Assign priority levels to follow-ups based on importance and urgency.
Convert follow-ups into tasks for better organization and accountability.
Supercharge Your Sales Process with Intuitive, Relationship-Focused Tools
Allow users to schedule appointments with leads, customers, or colleagues.
Integrate seamlessly with your email system for better communication and productivity.
Send automated reminders to both the user and the attendee.
Categorize appointments based on type (e.g., sales meeting, customer support, internal meeting).
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Create tasks from leads, follow-ups, or independently.
Assign tasks to individuals or teams.
Set priorities for tasks to focus on the most important items.
Establish deadlines for tasks to ensure timely completion.
Track the progress of tasks (e.g., to-do, in progress, completed).
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Visualize the sales pipeline with different stages (e.g., prospecting, qualifying, proposing, closing, won, lost).
Assign probabilities to deals to estimate potential revenue.
Predict future revenue based on deal pipeline and probabilities.
Allow multiple users to collaborate on deals.
Record all activities related to a deal for analysis and reporting.
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Multiple Locations: Easily set up and manage multiple business sites or branches seamlessly.
Access Control: Flexibly assign and adjust user permissions as needed for better control.
Team Collaboration: Enable teams to work together effectively on deals and projects.
Dashboard: View today's follow-ups, appointments, and tasks in one comprehensive dashboard.
Reporting: Generate detailed reports and analytics to measure performance accurately.
Data Export: Export your data in CSV format for further analysis or reporting.
Form Builder: Design and deploy custom forms to capture specific information as needed.
Dashboard Customization: Customize dashboards to display relevant information for different users.
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Allow users to create notes on leads, contacts, deals, or any other entity.
Share notes with other team members.
Easily search for notes based on keywords or other criteria.
Attach files to notes for additional context.
