Visual sales pipeline, contact and company management, interaction and opportunity tracking. Dashboard with conversion metrics.
Drag opportunities between pipeline stages. From first contact to closing.
Complete directory with contacts, companies, roles and interaction history.
Log calls, emails, meetings and notes for each contact. Full timeline.
Create quotes linked to opportunities. Track the status of every proposal.
Conversion rate, pipeline value, revenue forecasts and customisable KPIs.
Every CRM contact is linked to tickets, cases, projects and documents.
Lead management, automated follow-ups and sales forecasts.
Client tracking, submitted proposals and revenue per client.
Pipeline per project, account management and budget monitoring.