No more digging through emails, business cards, and clunky CRMs
Manage your contacts in a central platform. Automatically update contact details and view a lead’s entire history from the contact record.
Make sure no sales contacts slip through the cracks
When you can see your whole sales process at a glance, your sales team is always on the same page. Track every interaction and pick up where anyone else left off.
How can sales automation
help you sell more in less time?
Sometimes mundane, manual tasks eat at your calendar. Other times contacts slip out of your funnel. A sales automation CRM keeps your entire sales process moving smoothly.
Know which leads to focus on and when to wait
Which leads are the highest priority? Who is most likely to become a customer? Lead scoring, win probability, and automated segmentation make it easy to identify your best leads.
More Features…
Sales reporting
Track the performance of individual members of your team and your sales funnel.
Win probability
See how likely you are to close each deal, so you can focus your time where it makes a difference.
Marketing automation
Automate your sales funnel. Create nurture campaigns for the deals that aren’t quite ready to close.
Segmentation
Make sure you know who you’re talking to. Automatically segment your leads based on the actions they take.
Lead scoring
Find leads most engaged with your business and content. Add scores to overall deals and individual contacts.
Notification emails
Notify your sales team when it’s time to follow up. Add notifications from within sales automations and nurture campaigns.
Automated deal updates
Automatically update deal owners, deal stage, deals won or lost, and deal value.
Task assignment
Assign tasks to individual sales people, either manually or within automations.
Note creation
Take notes directly within each deal and contact record, so that your whole sales team is on the same page.