Manage potential leads and opportunities in a dedicated environment before they become official customers. Track the entire sales lifecycle from first contact to qualification, ensuring a clean separation between your sales pipeline and your financial accounting database.
Visualize your sales process with a drag-and-drop Kanban board. Move leads through custom stages and instantly see the value of your potential revenue.
Ensure clean data hygiene by requiring a prospect to be fully converted into a Customer entity before any commercial offers or quotations can be created.
Keep a strict log of specific interactions. Tag prospects by their source configuration (e.g. Website, Event) to analyze your most successful channels.