Customer Relationship Management made easy
Customer Relationship Management made easy
Easily create sales opportunities and collaborate with your team. Create sales pipelines for each service line with customisable workflows.
Provide a consolidated view of all key sales and delivery documents held in multiple document management systems including OneDrive, Google Docs and Confluence.
Automatically generate quote summaries in seconds. Have peace of mind when changes are made that the summaries are correct and align with your integrated workforce management profiles.
View out-of-the-box revenue forecasts based on the opportunities in your sales pipelines weighted by probability.
Manage customer and contact records with ease. Import data and export it to tools such as Mailchimp quickly and painlessly.