Sales Team Project Management

Set custom automations to keep your leads moving through the pipeline! Auto-update statuses based on task activity and keep your leads warm!

Make it easy for your sales team to work together with comments! After meeting with a lead, your sales team can add comments to the task, and all members of the sales team can see exactly what happened! Format, quote, or even assign comments to another member of the team!

See exactly where each lead is in your pipeline with custom statuses! Track the process from lead to client with custom statuses so you can see where to focus your efforts to seal the deal!

Create a CRM to manage your sales leads!

Ready to start handing off some of the basic tasks you do every day? Use Use Custom Fields to add information about your leads so that you can have everything you need to know at your fingertips! Sort and filter these fields to focus on the exact information you need.

Build Dashboards to track the sales team's progress.

Use custom widgets to see how the team is tracking over a specific period of time, who is closing the most deals, and how the team is bringing in new business and growing your revenue!