Gain visibility for your marketing and sales teams across the entire sales funnel—from lead discovery to deal conversion.
Get a comprehensive view of your task details, upcoming meetings, sales statistics, and more at a single glance.
Assign tasks to employees considering their task list, skills, expertise, and the level of importance of the task.
Stay connected with customers through calls, emails, or meetings, and identify solutions that best fit their needs and your business goals.
Quickly transfer or import your existing CRM data with multiple migration options - no manual entry is needed.
We take utmost care to keep your data confidential and protect it from any breach.
Upload and store all deal-related contracts in one secure place for easier tracking.
Customize fields and views to filter relevant information and identify hot customer opportunities.
Assign leads and deals to the right executives, receive meeting reminders, and trigger custom emails based on your target audience.
Evaluate the progress of sales tasks in one place and focus on shortening the sales cycle.
Simplifying the way you manage sales
Create workflow rules that automatically trigger predefined actions or process flows when specific conditions are met.
Integrate multiple other applications that are needed for your business with easy sync and compatibility.
Stay worry-free with notifications about your upcoming tasks, pending deals, scheduled calls, and meetings.
Store and record details of all your campaigns. Monitor different aspects of each campaign from the centralized console.