Powerful CRM Sales Funnel Tool
Easily enter every lead, prospect, and client into the sales funnel, and schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks. You also have the option to create internal ‘Notes’ that can be private to only you, or be permissioned to your internal staff. Most importantly, you can easily bring over any of your CRM Contacts into other parts of your SuiteDash, including Project & Task Management, Estimates & Billing, File Sharing, and much more. Create a client once, and never have to duplicate or copy their information again!