Sales CRM

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SALES CRM

We designed Sales CRM to make you and your team more productive. Our features deliver plenty of power to manage your sales process and learn from your data, but they never waste your time with unnecessary complexity.

Bring your sales pipeline to life

Beautiful 3D charts in the Sales Dashboard on your Sales CRM homepage show you where you are and where you’re going at a glance. Choose from seven charts displaying key pipeline metrics.

Receive a daily pipeline snapshot

Every day SALES CRM sends the Morning Coffee Report to your email inbox. This report provides an overview of the prior day’s progress and your latest sales pipeline numbers. It’s a great way to stay current and identify trends.

Manage everything about a deal in one place

Each deal you add in Sales CRM gets its own comprehensive page. With 12 standard data fields and up to 25 custom fields, you can track as much detail as you like. Deal pages also consolidate all activities, people, documents, tasks, and events.

View real-time deal status updates

From your Sales CRM homepage, you can see all the latest activity on your deals. Managers can see activity on all their team deals, and Executives can see all deal activity company wide. Click on any item to go directly to the deal page and get more information.

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