We've created pipeline view on dashboard to give you clear visuals of your leads
Hover your mouse for quick overview and explore what's inside.
Add Lead, Todo, Contact or Organization from any where quickly.
Get your desired result in one click from criteria dropdown. Also access your saved filter.
Stream is workflow for you leads for different stages. Add multiple if workflows are more than one.
Assign leads to your colleagues with just drag & drop on leads.
Refine your result more with filter various options just in one place.
Stages for your business leads to travel between Stream. Create as many you need.
Mark your lead favorite and track each activity of what other members are doing.
Simple and smooth UI to just drag and drop your leads between milestones
Stream is set of your milestones. Create unlimited streams according to your different marketing strategies or services.
Add your leads into different - different milestones which shows you that at what stage your lead is. You can change the name of milestones according to your requirement.
Add tags to leads that helps you to identify it e.g. If you marked the red label as a high priority then you can filter all high priority leads and these are vailable across all streams.
Apply filters while working on leads, todos, contacts and even on ogranization. Various options with custom fields tofind defsired results. Filter can also be saved.
Don't forget what you have to do. Add todos for your leads of different types like email, call, meeting and tasks etc.
Save all important information or conversations that should be with it e.g. points of meeting or any other important information to remind about for assigned user.
You need not to maintain important files in your drive, just attach any kind of files and forget. Downloading file is just one click away.
User will get notification when any lead assigned to him and can also choose to get notification for the leads by following.
Maintain records of payment received from specific lead or customer in account which will could be viewed from insight reports as well.
Count your specific actions on date and get total in the end of the day or month. It very useful to track calls & specific action performed
Add the product or service which the client wants to purchase with quantity and discount. Multiple products for one lead can be added.
There are lots of ways that a lead can come e.g. online form, social sites, reference and many more. Multiple sources for one lead can be added.
You can select and add location into particular lead. It'll help you to know from where you are getting more leads.
We maintain bank grade security. Data is fully encrypted using 256 bit SSL encryption. Our data resides in high security, access controlled data centers.
We regularly back up your data to ensure that it is always safe and secure. We have your last 30 days backup with us always.
Check report of users activity for particular day or for date range. Select activity type for more filtered approach.Learn More
Combined reports to know and get overview of all the leads by stream, milestone, user, lead won & lost, dates, products, sources, locations, payments and actions.Learn More
Summary report are truly automated to send emails on the frequency you set. You get summary of user activities, stream, missed todos by users in your inbox.Learn More