Sales Pipeline Management
Your pipeline should be easy to use and easy to share, but better than emailing a spreadsheet around.
|
Shared Contact Lists
Track your prospect and customer lists, along with associated documents.
|
Lead Capture
Use Smartforms to capture important lead information.
|
- Track deal status, close date, next steps
- Attach documents to the relevant deal or contact
- Track key discussions and e-mail correspondence
- Receive alerts and set follow-up reminders
- Toggle between grid and calendar views
- See summary reports across individual pipelines
|
- Easy to use like a spreadsheet
- Fully customizable to track any prospect/customer information
- Attach quotes, contracts and other documents to any customer
- Share securely online with team members
- Report across multiple lists based on key criteria
- Use our Smartsourcing feature to build effective prospect lists
|
- Create customizable forms to gather lead info
- Get notified when new leads are entered
- Secure online sharing of lead info with team members
- Lead capture form also supports document upload
- Get at-a-glance highlighting of what’s new
- Use Smartsourcing to gather additional lead info
|
