CRM
Leads, deals and quotations.
Track leads to deals on a pipeline, send quotations and log every visit and call against the customer.
CRM
- Leads
- Deals
- Pipeline
- Quotations
- Activities
- Reports
Screens in the product today
What it does
- Leads and deals on kanban pipelines
- Quotations with print views
- Activities and CRM reports
Works with
These apps share records with CRM, so there is nothing to sync.
Watch a sale go through, end to end.
Book a walkthrough on a demo company set up for your industry, or open a free account and try it yourself.