STREAMLINE
Gain clear visibility of all your leads, customers, and projects
PIPELINES
#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.
#2. AUTOMATICALLY IMPORT LEADS
Easily import leads from various sources into your CRM. Custom mapping captures all essential information, saving time and reducing errors.
#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.
#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.
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?
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