Store contact information such as names, addresses, and social media accounts in a searchable database. Organize information in a layout that is easy to understand and is usable.
Manage the process of converting prospects into customers by identifying, scoring, and moving leads through the sales pipeline. Set transparent workflows and transitions that make sense for your business and your team.
Collect, upload, store, and share documents in a centralized location. Ensuring all team members are well-versed with the process and promote a smooth, consistent experience for your customers.
Automate repetitive tasks by creating processes that trigger actions and even send follow-up reminders for the next actions. Free up team members to complete more tasks that need human intervention.
Generate predictions for future sales figures and projected revenue based on present data and advanced analytics. Map new territories and set your quarterly targets by making objective and informed decisions.
Get routine summary reports of sales figures and employee performance. Effectively troubleshoot problems and develop an in-depth understanding of your entire sales process.
Consolidates Customer Information Under A Single Platform
Sync information across multiple devices to get access to the most up-to-date customer information. Better serve customers with real-time tracking and interesting insights on their choices and preferences.
Standardize workflows and processes associated with marketing, sales, and customer support. Facilitate collaboration between teams for increased operational efficiency.
The All-new Enterprise Platform to help you innovative and change the way you do business