Track opportunity progress from potential leads to closed deals. Record development history, gather and analyze market insights, and help sales teams identify the greatest opportunities.
Customize standardized sales workflows, tracking key milestones from potential opportunities to closed deals. Automatically calculate key metrics such as duration, time spent at each stage, and conversion rates. This helps managers monitor progress and enables sales representatives to engage at the right time, improving sales performance.
Compile all opportunity-related tasks and notes on a single page. A timeline of records helps you track and uncover valuable business insights that should not be missed.
Designed to mimic traditional Excel reports, allowing you to sort, filter, and customize view columns effortlessly. Its intuitive interface ensures a seamless experience for quick adoption.
Enhance Your Sales Efficiency Effectively
Track customer sales behavior anytime and improve conversion rates.
Integrate customer profiles, preferences, interaction history, related tasks, connections, contact frequency, and more—ensuring all customer information is readily available.