Visualise every step of your sales journey from lead to closure. Easily track the progress of deals at each stage and identify opportunities that need more attention, so you can focus on what matters and boost conversion rates.
Eliminate repetitive tasks by automating routine sales activities, like follow-ups and data entry. Free up your sales team to focus on building relationships and closing more deals, faster.
Predict future sales outcomes with data-driven insights. Make smarter decisions on budgeting and resources, identify potential gaps, and adjust your strategies to keep your targets on track.
Keep tabs on your sales team's performance with real-time metrics. Set goals, monitor progress, and identify top performers or areas that need improvement to drive continuous growth.
Leverage detailed analytics to understand your sales trends and customer behaviours. Use this data to refine strategies, improve processes, and increase revenue.
Capture leads from multiple sources and nurture them through a personalised journey. Qualify leads automatically and assign them to the right salespeople to increase efficiency and conversion rates.
Manage every opportunity from start to finish with a clear view of each stage. Ensure no deal is overlooked, and prioritise the most promising ones for maximum impact.
Keep track of every opportunity's status, from first contact to closing. Identify where deals are getting stuck and take action to move them forward.
Build strong, lasting relationships by having all customer data and interactions in one place. Use insights to personalise communication and enhance satisfaction.
Simplify contract creation, storage, and management. Set automated alerts for renewals and modifications, ensuring all agreements stay current and compliant.
Create, send, and manage professional quotes quickly. Track their status to follow up effectively and turn more opportunities into wins.
Maintain a 360-degree view of each customer’s account, including past interactions and transactions, to identify upsell and cross-sell opportunities.
Consolidate all customer communication channels, from emails to social media, to maintain a unified and effective engagement strategy.
Automate your marketing campaigns, from emails to social posts, and keep your audience engaged with minimal effort. Track performance to refine your strategy and boost results.
Divide your customers into meaningful segments based on their behaviours, preferences, or history, and target them with personalised marketing efforts.
Keep all your marketing materials organised and accessible in one place, ensuring everyone is always using the latest versions.
Connect your email platform with your CRM to manage communication seamlessly, monitor engagement, and track responses all in one system.
Manage your social media channels directly from your CRM, enabling you to schedule posts, track engagement, and build stronger customer relationships.
Maintain a comprehensive catalogue of your products, keeping details up-to-date for quick reference by sales and marketing teams.
Generate professional-looking quotes and proposals effortlessly, ensuring your sales team always makes a great impression.
Organise all customer data in one secure place. Keep it updated and accessible to enhance customer interactions and service.
Track all customer interactions and activities to ensure no detail is missed, from calls and emails to meetings.
Keep everyone organised with integrated calendar and scheduling tools. Sync meetings, deadlines, and follow-ups easily.
Provide customers with a dedicated self-service portal where they can access information, make enquiries, and request support.
Handle all support requests efficiently with a unified system for assigning, tracking, and resolving issues.
Automate everyday tasks and processes to save time and reduce manual errors, helping your team focus on more critical activities.
Use dashboards and visualisation tools to get a quick overview of key metrics, helping you make informed decisions quickly.
Keep a detailed log of all activities for easy reference, ensuring transparency and accountability within your team.
Access your CRM anytime, anywhere, with full mobile compatibility, keeping your business agile and responsive.
Facilitate teamwork with tools for sharing notes, updates, and tasks in real-time, keeping everyone aligned.
Create detailed reports to analyse performance, identify trends, and make data-driven decisions that drive growth.
Manage tasks efficiently by assigning, tracking, and completing them to keep your team productive and focused.
Connect your CRM with other tools you use to keep data in sync and processes efficient.
Move data in and out of the system effortlessly, ensuring your CRM remains accurate and up-to-date.
Sync with your ERP systems for seamless data flow between your key business platforms.
Simplify order creation, tracking, and fulfilment to ensure every order is processed efficiently.
Streamline the order processing workflow to reduce errors and speed up delivery times, keeping customers satisfied.
Generate and manage invoices directly from your CRM, ensuring you stay on top of payments and cash flow.
Keep track of inventory levels in real time to avoid stockouts and overstock situations, optimising stock management.
Control access to the CRM, setting different permissions for different roles to ensure data security and compliance.
