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Organize your customers and sales: contacts, opportunities and sales follow-up. [EJEMPLO · D13]

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Customer records [EJEMPLO · D13]

Keep your customers' data and history in one place, so your team can look them up without searching through several files. [EJEMPLO · D13]

Sales funnel [EJEMPLO · D13]

Sort your opportunities by stage, from first contact to close. You always know where each deal stands and what comes next. [EJEMPLO · D13]

Follow-up and reminders [EJEMPLO · D13]

Schedule tasks and alerts to get back to each customer on time. If you need something different, we build a custom project with you. [EJEMPLO · D13]

Your whole team in one place [EJEMPLO · D13]

Your team works from the same customer and opportunity information, with no conflicting versions. [EJEMPLO · D13]

Keymodules
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Overview
Core features
Customer records
Keep each customer's data and history in one place. [EJEMPLO · D13]
Sales funnel
Sort your opportunities by stage, from first contact to close, and see where each one stands. [EJEMPLO · D13]
Follow-up and reminders
Schedule tasks and alerts to get back to each customer on time and leave no opportunity unattended. [EJEMPLO · D13]
Contact history
See each customer's calls, messages and notes. [EJEMPLO · D13]
Contact history
Each customer has a profile with the conversations, notes and agreements your team records. Whoever picks up the contact knows what was discussed before and what comes next. [EJEMPLO · D13]
Contacts and companies
Link people to the companies they work for and quickly find who you need. [EJEMPLO · D13]
Sales reports
Review how your sales are moving and which opportunities need attention. [EJEMPLO · D13]
Sales reports and team follow-up
See the status of your opportunities and your sales team's work in one place, so you can decide with real information and know where to focus follow-up. [EJEMPLO · D13]
Extra features
Tasks and calendar
Organize your team's visits, calls and to-dos in a shared calendar. [EJEMPLO · D13]
Notes and files
Attach notes and documents to each customer. [EJEMPLO · D13]
Tags and segments
Group customers by interest, industry or stage to target each contact better. [EJEMPLO · D13]
Data import
Load your customer lists from spreadsheets so you don't retype everything. [EJEMPLO · D13]
Users and roles
Decide who on your team sees and edits data. [EJEMPLO · D13]
Customization
Adjust fields and stages to the way your company sells. [EJEMPLO · D13]
Message templates
Save frequent messages to reuse with your customers. [EJEMPLO · D13]
Reports and data export
Download your CRM data to analyze it. [EJEMPLO · D13]
CRM reports and data export
Download your CRM's customer, opportunity and activity data to analyze with your team or share with whoever needs it, based on the permissions you set. [EJEMPLO · D13]
Setup and support
We help you get the CRM up and running, and stay with you afterward. [EJEMPLO · D13]
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