Sales Management
Take your sales process out of Excel and memory. Leads, proposals, activities, targets and reports live in one place, connected.
In the Business and Business Plus plans
What you can do
Leads and proposals
Every opportunity on one row: subject, client, owner, expected sale date, probability and total, with its history and next step beside it.
Sales activities and calendar
Get meetings out of the notebook. Every activity sits on the calendar with its client, and reminders keep your follow-ups on time.
Sales and lost-sales reports
Measure what you lose as well as what you win. Reports show how to improve your next proposal.
Other modules
Current StatusOpen the app in the morning and the day is laid out: what you sold this month, what sits in the funnel, which tasks are waiting.Client and Project ManagementWhen the sale closes, the work starts. Client accounts, projects, tasks and team performance, together.Marketing ManagementWhich campaign actually brings clients? Segment the market, plan activities, read the result in a report.When you're ready, let's begin
14 days free. No credit card during the trial, no user limit.
Try it free