CRM Sales Tool
- Enter every lead into the sales funnel, & schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks.
- Contact specific ‘Notes’ can be private, optionally shared with just a few users (sales team), or with the entire organization. These notes keep a history of context for each prospect, allowing others to catch up & follow up if needed.
- Track notes and events related towards a specific monetary target using ‘Goals’.
- Easily generate a ‘Story’ about a specific company or contact, & you’ll view a timeline report of every action or note related to that entity, along with relative details.
- Choose to send welcome emails to clients right away, or hold off until you have your portal just right.