Sales Pipeline
The ability to see an up-to-date sales funnel, organise your won and lost deals, schedule calls/meetings and contracts sent. List deals by contact name, sales rep', price or use the custom filters. Forecast and track your sales against your goals.
Everything on One Page
All contact information can be seen in date/time order. Emails, calls, recordings, meetings scheduled, tasks and notes. Take the spreadsheets and email threads out of the equation when trying to remember where your last conversation was left. You can sync to HubSpot's marketing package to view to see what content your contact viewed to keep your conversations relevant.
Automate Repeatable Tasks
This CRM automatically tracks and logs all activity from emails sent, views and opens, calls (recorded if chosen) to social media interaction. It can sync with Gmail / Outlook so no calls, meetings booked or emails are missed.
Free 2000 Calls per Month per User
Converse with your customers and prospects directly from the same contact page. The ability for your team to view all in one place ensuring no repeat calls occur. Having all a contacts information in front of your sales teams while they are on a call makes for a better, more relevant, personalised approach. Each call can be recorded (if permission granted) and will be logged automatically into the contact record.
What results can you expect?
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