View and Manage All Deals

Tailor your lead management process to match your unique business strategy. Create custom deal stages that guide customers from the initial reach through to closing the deal. With customizable deal stages, you can ensure that your sales team follows a consistent process, improving sales efficiency and closing rates.

Get Personal With Your Customers

By saving and storing fields of information about customers, you gain a competitive edge in delivering personalized experiences. With easy access to your customers’ details, preferences, and history, you can tailor your approach, anticipate their needs, and provide targeted solutions. This approach leads to increased customer satisfaction, loyalty, and ultimately, growing your business.

Don’t Forget Little (and Big) Things

Stay on top of your leads with To-Do’s, Tasks, and Reminders. Set reminders for follow-ups, schedule appointments, and track progress toward closing your deals. Utilize the task management features that ensure nothing falls through the cracks, resulting in improving sales efficiency and productivity.

Communication is Key

Communicate seamlessly with your leads and customers directly from within the platform. All emails and notes are saved, making it easy to refer back to previous conversations and stay organized.

Communicate seamlessly with your leads and customers directly from within the platform. All emails and notes are saved, making it easy to refer back to previous conversations and stay organized.