π― Visual Pipeline Management Drag-and-drop deals across fully customizable sales stages. Instantly see which opportunities need attention and track deal progress at a glance.
π Accurate Sales Forecasting Know exactly how much revenue to expect this week, month, or quarter. Filter forecasts by rep, territory, or product for smarter decisions.
π§ Intelligent Lead Scoring Automatically rank leads based on behavior, demographics, and engagement. Focus time on prospects most likely to close with custom rules and AI-assisted prioritization.
ποΈ Follow-Up Reminders & Task Automation Get notified when itβs time to follow up. Automate repetitive tasks like follow-up emails, status updates, or call scheduling to save hours every week.
π€ Team Collaboration Assign deals to reps, loop in managers, and leave deal notes. View every call, email, and meeting in a single timeline β no more lost context.
π Email, SMS & Calendar Integration Send emails and SMS directly from the CRM. Log activities automatically and sync with Outlook calendars for smooth scheduling.
Sales Analytics That Drive Growth
Identify top-performing sales reps and optimize team efforts
Analyze average deal size, close rate, and sales cycle length
Discover which lead sources deliver the highest ROI
Share visual dashboards with leadership in real time
100% UK Cloud-Based & Secure
Access your pipeline from anywhere β desktop or mobile