Sales Pipe

Manage and follow the sales all the way from leads to contracts. The Sales Pipe provides vital information about the sales process, including the assigned salesperson, sales phase, Wallet Share area, probability and sales value.

The sales process can be reported and followed using the versatile reporting tools, by either examining the big picture or focusing only on certain phases of the sales pipe. The customer data is managed on different modules along the way, including Leads, Potentials, Quotes and Contracts.

Other features that might interest you

Pre-Sales

Follow up the whole new sales acquisition process with the all-powerful Contact Center.

User Workflow

Sales orders trigger automations and segment based sales reminders for the whole sales team and individual users.

Calendar

Several different calendar, activity and sales competition views enable a clear sales force management.