Capture leads from your website or import them from e-mail, vCard or CSV files. Score and assign leads for follow-up, based on criteria you define. You can keep everything you need to know about your targets, leads, and contacts in one place, including personal details, notes, documents and LinkedIn profiles.
Manage your sales activities and pipeline as a structured, measurable process with increased visibility. Manage your pipeline from suspect to customer, tracking incoming calls, meetings and demonstrations through every stage of your sales cycle.
Accurately forecast revenues from complex sales, or break them down into monthly or quarterly time-blocks. Plan and estimate costs, equivalent T&M revenues, and impacts on staffing and margins for larger bids using our project module.
Gain new insights into your sales process, sales team and customer profitability through our reporting dashboards. Whether you’re reporting on pipeline, orders, or invoices, you can track and manage potential deal value compared to the cost of winning new business.