CRM Sales Tool
- Enter every lead into the sales funnel, and schedule them for follow up ‘Actions’ 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.
- ‘Goals’ are a way to track a collective effort towards a specific key target. Set a goal, tag each action or note that is related to that goal, and give yourself and your team a way to gauge progress or spot deficiencies.
- ‘Stories’ are similar to a report about a specific entity. You can generate a story about a specific company or contact, and you’ll view a timeline of every action or note related to that entity, along with relative details.