Assist your sales reps with automated actions based on your contacts' emails, actions, time within deals and stages, website browsing history, and more. Manual actions are assisted via automation features to ensure you can do more with your time. This provides the perfect blend of automation & personalized human touch to your deals.
Craft your own sales process combining automated and manual touches to provide the best sales experience possible while saving your agents time.
Use intelligent behavior based logic to nurture leads. Have agents reach out manually when the contact is ready.
Manage your existing and future contacts with ease. With powerful searching and filtering options you can drill down to specific groups of contacts and view the entire history of a specific contact.
Never stop selling with our Deals CRM for iOS. The app provides a ton of features, so you can close deals regardless of your locale. That’s right, goodbye office, hello poolside cabana. We even have an Oscar-nominated* short video outlining all the app’s features.See It in Action → Watch the Video →
*Video was neither submitted nor nominated for Oscar consideration.
Not every contact and sales opportunity is equal. Use contact data such as their details, interactions, behaviors, interests, and more to ensure you are pursuing the top opportunities first.
Get to know your contacts. We show their interests, social profiles, interactions with marketing campaigns, behavioral actions on your web site (and your custom apps), and the likelihood of closing a deal.
Naturally and seamlessly move deals from one stage to another as you work to close the deal and increase your company's sales.
Watch your sales funnel in real time and always know how much money is pending in each stage. All it takes is a quick glance.
Design your sales process to be as unique as your business. With custom pipelines, sales stages, tasks and more you can get more leads fast.
Connect with Gmail, Outlook, or any other email provider. View all sent and received emails related to a deal from a single central view.
Keep an eye on your sales funnel, performance metrics, automations, and individual agents with ease.
Your marketing, automation, and sales processes are all seamlessly integrated within a single platform.