Manage leads and deals - Get all your leads fed straight into your sales pipelines from your custom chatbots and web forms.
Add deals, their value, win probability and expected close date, then track them through your pipeline stages. Colored deal rotting cues show when deals are going cold so you know which to tackle first.
Organize deals in pipelines and customize the stages to suit your sales cycle. Create team pipelines and filter by rep or stage, or have one for each team member.
Unlimited custom fields let you collect and organize the sales data you need – no matter how specific. Create custom fields for your teams, products, or industry and work your way.
Customizable Sales Reports and Interactive Dashboards
Insights and reports - Leave spreadsheets behind and play with your data in customizable reports and interactive dashboards.
Create custom CRM fields for reports and decisions as unique as your business. Filter, group and oversee results, revealing winning patterns and bottlenecks for your team to overcome.
Deal reports show how many opportunities your salespeople win or lose and why. Get insights on sales cycle duration and win rates to improve your sales process and make it more efficient.
Revenue forecast reports predict turnover and growth to help spot problems before they arise. Recurring revenue reports reflect customer payments that come in multiple instalments, letting you accurately project revenue.