Pipeline Management

Create your own flow of leads for better visibility and tracking. Get a clear view of your entire pipeline and easily drag leads from one stage to the next.

Sales Automation

Automate simple sales tasks such as adding leads to the funnel, moving leads to a specific stage, assigning tasks or people and changing priority.


More Power

Tasks

Stay on top of the leads with associated tasks assigned to your sales personnel. Receive reminders for due dates to avoid anything slip through.

Audit Trail

Maintain an audit trail of all touch-points, notes and customers events so it’s easy to start where you left off.

Reports

Generate reports to track top performing sales people, lead conversion & loss rate and other insights to know where to focus your efforts on