Sales Management
Centralize & Organize
Coordinate & Automate
Data Management
Customization
Sales Management
One platform for everything.
Win more jobs and gain more recurring customers. Manage the entire sales process w/ your own custom workflows and templates insuring a consistent and professional experience. Track sales stats and identify bottlenecks in your process and/or sales team.
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Sales Management Features
Features for this category
Automated Workflows
Interactive workflows that automate administrative tasks.
Sales board
Drag-and-drop sales opportunity board w/ various views and ways to organize the opportunity board (ex. by workflow, by stage, by status, etc.).
Sales Conversions
Convert to a project by simply converting the opportunity into a win.
Automated Reminders
Automate reminders and follow-ups via your own custom sales workflow or use one of our pre-built workflows.
Automated Expiration
Set maximum time to keep sales opportunities open.
Source Tracking
Track the source, campaign, and other details related to each opportunity.
Charts & Reports
Current and historical reports and visualizations (ex. charts and graphs).
Sales Management Screenshots
Screenshots for this category
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