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LEAD & SALES PIPELINE MANAGEMENT

All smart lead management, sales pipeline tracking and productivity tools readily available to streamline your sales process and consistently win deals.

Lead Management

Auto capture leads from webworms, sales emails & calls. Profile leads with custom attributes specific to your business and segment them via custom view & intelligent filters. Engage & nurture leads via personalized emailers, calls & drip campaigns. Track conversion progress through pre-built or custom stages.

Sales Pipeline Tracking

Customize deal stages specific to your sales process. Monitor deals progress via their timeline, which auto tracks all the stage movements, email conversations, call engagements, in-person visits, notes and any other activities performed by the sales reps.

Account & Contacts

Manage your client database with related contact points via Account & Contact Management tools. Get true 360 degree view of customer covering contact details, related deals, engagements & timeline activities in a unified page.

Task & Team Collaborations

Assign & manage sales reps activities via tasks with scheduled reminders. Sales reps can collaborate effectively on lead & deal progress via instant timeline feeds and document sharing.

Quote Generation

Manage price lists of your product and services. Instantly generate custom price quotes for opportunities within CRM and send them to your customers via email.

Ticket Management

Track support requests on your product and services via trouble tickets. Automate ticket distribution to support team with assignment alerts. Auto trigger notifications to customers on status changes.