Keep every customer and next step connected.
Customer records, a sales pipeline and follow-ups in one workspace, with reporting drawn from the same information.
Customer & sales workspace
Open the sample app, try a useful task and see how the records and reporting respond.
Try the appStart here
Record a follow-up for Northbank, then move a deal forward in the pipeline.
Customer & sales workspace•••
OverviewCustomersSales pipeline
Open pipeline$10,200Follow-ups due2
New leadHarbour$3,600Jordan
Proposal sentNorthbank$4,200Alex Westfield$2,400Alex
CustomerCedar House$1,850Sam
Know who needs a follow-up and where each opportunity stands.
Follow-ups and sales stages are separate. Record the conversation without changing the deal value or stage. Update a stage when the opportunity actually moves.
Make it work your way.
- Keep the customer details your business needs.
- Shape your own sales stages and follow-up process.
- Connect the pipeline with useful reporting.