Monitor Sale Funnel Efficiently   

Simply drag and drop to update your pipeline view. Visualize and track the overall progress of your opportunities in a clear, convenient way!

• Define your own sales pipeline
• Send emails
• Add notes & tasks
• Attach files
• Associate more contacts
• Add custom fields

Start focusing more on your most important leads. Don't miss out on an appointment and close the deal quickly.

• Set next follow updates
• Log all lead activities
• Update progress in real-time
• Filters & sorting options

Create actionable tasks for every opportunity or contact you have, assign them to your team and set the next action.

• Define your own task types
• Assign your team members
• Mark as complete or re-open
• Set follow up tasks

Set achievable sales targets for your team members. Find out who your best performers are.

• Create goals in a few clicks
• Assign your team members
• Track everyone's progress

Now you can take better decisions for the future with insights into your sales pipeline, backed by analytics.

• Sales funnel report
• Opportunity aging
• Activity report
• Lost opportunities

Visualize your sales KPIs at a glance, and switch between classic and advanced views to take control of your business.

• Pipeline bucket of all team members
• Sales won v/s open chart
• Total opportunities v/s win rate
• Filter by team member or timeline

Convert your won opportunities into projects and create new ones. Offer superior support with faster ticket closures, and do it all in one place.

• No more shuffling between apps
• Create a project & assign jobs
• Add tickets, assign someone & close
• Deliver on-time for higher CSAT score