Complete overview and correctly analyze your day to day operations for smooth functioning and monitoring your business.
Create, modify and make use of your contacts. With options for you to add notes or upload documents, stay updated and stay close with your customers. Find contacts using search and advanced filters. Tab quick action menu to call or send an email to customers or create a task in customer relations.
Know your deals better: deals closed, new deals, and deals in progress, or the ones you are likely to sign. Find deals going by their value, stage, ownership, or target date. Get a visual update on the percentage of completion of deals, and track their progression. Take a peek at the past performance or come up with projections.
Time spent on searching is wasted time. Spend no extra time than is required in finding what you want. Our advanced filters in all modules give you accurate results for your search instantly. Find anything - including quotes, deals, customers, and products - using a wide range of criteria, on the go.
To eliminate bottlenecks you can assign task and prioritize it for completion. Stay on track with realtime notifications via SMS and emails.
Create quotes afresh and convert existing ones into invoices
Upload documents and share them with your stakeholders
Ideas or observations, add them as notes any moment
Search with keywords for anything, and from any module
Get updated on all spheres of sales with a single glance
One step to add data: deals or quotes or customers, on the go
Easy to setup, Full access, No credit card required.
Easy to setup, Full access, No credit card required.