See what is actually in progress in sales.
Sales opportunities move through pipelines with stages you name yourself. Each opportunity carries a value, a probability and an owner.
In active developmentThe CRM is still growing. Pipelines and sales opportunities are in place and in use.
What a sales opportunity includes
- Your own pipelinesCreate pipelines that fit your business, with stages in your own words.
- Value and probabilityEach opportunity has a value and a probability. That way you see what is realistically coming in.
- OwnershipEach opportunity has a person responsible for it.
- Documents on the opportunityDocuments from the online editor can be linked to the sales opportunity.
Plain talk
- Not a large-scale sales system.
- It does not offer campaign management for a hundred field sales reps. For businesses that want to know who wanted what and when, and what came of it, it is enough.
- What you record today stays.
- More components are being added. There will be no restart with an empty database.
Related
Want to know when the CRM is ready?
Tell us what you need in your sales process. We will get back to you, show you the current state and add your wishes to development.
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