Sales
Close deals without retyping the customer.
Leads, pipelines, meetings, products and discounts on the record marketing created — and the promise you made travels forward to onboarding.
What is inside
- LeadsTrack and qualify inbound leads
- Sales PipelinesManage opportunities to close
- Meeting SchedulersLet prospects and customers book meetings
- ProductsManage the products you sell
- DiscountsManage discounts and coupons
- Companies & PeopleOrganisations, accounts and the humans in them
Why it works on one record
Handoff without a form
Closing a deal fires the onboarding plan with the promise attached.
Quotes off real products
Pricing and discounts come from the catalogue, not a copied spreadsheet.
One forecast
Pipeline numbers read the same events as support and reporting.