PIPELINES

A GIF of the Sales and project pipeline Software, where a contact is being moved over to the next stage

#1. DEFINE PIPELINE STAGES

Define the stages of your sales pipeline to match your business process. Track leads through a clear, organized progression from initial contact to closing the deal. Improve efficiency by focusing more on closing deals and less on managing leads.

Example of the pipeline stages

#2. AUTOMATICALLY IMPORT LEADS

Easily import leads from various sources into your CRM. Custom mapping captures all essential information, saving time and reducing errors.

A lead being automatically imported into the pipeline

#3.PRIORITIZE IMPORTANT ACTIONS

Engage with contacts directly through text, call, or email, all within our platform. Set up reminders for follow-ups, send important documents, or book appointments effortlessly. Streamline your sales efforts and improve your conversion rates with minimal effort.

Engage with contacts all in one platform. Call leads, send txt or email, Add notes, Assign tasks, Book appointment

#4. TRACK & OPTIMIZE

Keep an eye on your sales activities with real-time analytics and detailed reports. Use this data to continuously improve your strategies and achieve better results. Grow your business with informed, data-driven decisions.

Analytics and detailed report on a business to help track and optimize every step, and every strategy

FEATURES TO HELP YOU MANAGE YOUR PIPELINE

UNLIMITED VISUAL PIPELINES

Create as many pipelines as you need to manage different types of leads, clients, projects, and more.

2 WAY SMS & EMAIL COMMUNICATION

Communicate with leads and clients in real-time using SMS and email, ensuring timely responses and engagement.

APPOINTMENT SCHEDULING

Allow clients to book appointments directly through online calendars reducing the need for manual scheduling.

AUTOMATED TEMPLATES

Use pre-designed email and SMS templates to ensure consistent and professional communication.

REQUEST PAYMENT OR E-CONTRACT

Request signed documents from clients and leads with just a few clicks, making the process quick and easy

TASK MANAGEMENT & REMINDERS

Set up automated reminders for important tasks to ensure nothing falls through the cracks.

Have Any Questions?

Book a free consultation now

CONTACT INFO

EMAIL

MAIN LINE

915-701-5613

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