AutomatePipeline Management
PopularFeatures
Contact and Company Management
Manage all contacts and companies in one place. Use flexible filtering and field management to create a personalized prospecting workspace and close more deals.
Automated Pipeline Management
Manage and track opportunities as they progress to closed-won. Fully customizable, and integrated with Companies and Contacts, maintaining accurate records and demonstrating proof of performance is effortless.
Lead Scoring
Drive your reps to pursue the highest potential prospects first. Customize scoring based on buyer profile fit and intent for each contact or company. By pointing out the hottest leads, reps can prioritize outreach more effectively, boost close rates, and maximize their selling efficiency.
Meeting Scheduler
Eliminate back-and-forth emails. Let clients book appointments at their convenience. Personalized booking links and a Google Calendar integration make managing a full calendar of potential new business for your team (and your clients) hassle-free.
Payments
Get paid for your services fast and on time by your clients. Invoice, bill, and collect payments for all your services through one integrated platform. Set up subscriptions for recurring services and enjoy automatic payouts directly to your bank account.
Target Outreach
Whether you’re nurturing new leads, or re-engaging customers, targeting the right contacts, with the right content, at the right time is easy with Smart Lists, which will update dynamically to include any contacts that meet the set criteria. Add the list to SMS and email campaigns, and track the results right in the CRM.
Order Management
The CRM integrates seamlessly with the solutions you sell. Reps can close deals and submit order approvals for purchased products within the same workflow, ensuring faster delivery of services to your new clients.
Sales Anayltics & Reporting
Get golden insights on which products are in demand. Analyze purchases by customer, market, or product to uncover new markets for your solutions and identify products and services that your existing markets are craving.
Sales Goals & Forecasting
Gain a comprehensive view of your pipeline’s composition and characteristics. Analyze win rates to pinpoint the most promising opportunities and strategically align your pipeline to exceed quotas. Crush targets and confidently set new ambitious goals.
Team Collaboration
Knowledge sharing is essential for every organization. Sales reps and managers need real-time insights into deal stages, key conversations, and the latest opportunities. Stay in the loop effortlessly, ensuring everyone is informed and ready
Leaderboard
Compare performance metrics and encourage healthy competition amongst your team. Showcase your team’s performance, highlight key metrics that drive revenue, and celebrate your top performers.
CRM Intergrations
Compare performance metrics and encourage healthy competition amongst your team. Showcase your team’s performance, highlight key metrics that drive revenue, and celebrate your top performers.
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