Got an enquiry? Enter every detail of it: who enquired, products or solutions they are interested in, and any other details about them and their requirements. Add order value, expected date for you to close the deal, and much more.
A cluster of all deal menus - for you to do more and act now. Create quotes, send email, track conversations or set follow-ups. Time is of essence. Take a plunge into anything you need to do, with the ease of a few tabs or clicks.
Don't reinvent the wheel. Compose emails using readymade content templates suitable just for your context. No or minimal typing saves your time. Attach documents from your computer or the CRM. That's effective and prompt communications made easy.
When you have a sales process that works for you, set it up for digital transformation. Create a template for it by listing down all the actions it takes for its completion. Create templates for any number of sales processes, and apply the appropriate one for a new deal.
Never lose sight of the process. Raise the chance of winning deals without missing out on any single step involved in the particular sales process. Get percentage of completion of each deal. Instantly know what's next with a deal, and take prompt actions.
Get the story of every deal in numbers
Be data driven and use insights and win the smart way
Group deals going by their age. Bring them to fruitful completion
Change the status of a deal using a simple drag and drop option
Find deals you are looking for with advanced filters and tags
Add products, give break-ups, and prepare quotes that are complete
Full access, No credit card required.