Sales management
Capture every opportunity, manage your sales pipeline visually, and create winning quotes that get signed faster. Our platform unifies your entire sales process, giving you the control to drive growth.
Leads capturing
The capturing of persons as a lead.
Never miss a potential opportunity. Capture and organize new leads efficiently, laying the foundation for a robust sales pipeline and future growth.
Leads pipeline
The different stages of a lead are managed on a kanban board.
Visualize and manage your lead flow. Track leads' progress through customizable stages on an intuitive Kanban board, ensuring timely follow-ups and maximizing conversion potential.
Leads nurture export for emails
Putting leads in a nurturing stage, from where they can be exported for email campaigns.
Nurture leads effectively. Segment and export leads directly into your email campaign tools at any nurturing stage, enabling targeted communication to guide them through the sales funnel.
Opportunities
Convert opportunities into wins. Systematically capture, track, and manage sales opportunities through every stage of your sales funnel, increasing your chances of closing deals.
Multiple Pipelines
Tailor your sales process for different offerings. Manage multiple sales pipelines simultaneously with distinct stages and velocity metrics to perfectly match diverse service lines or customer segments.
Opportunity Bookings
Forecast resource needs accurately. Define resource requirements and skills for upcoming opportunities, and visualize team member bookings to ensure you have the right people available at the right time.
Quotes for new projects
Create and send professional quotes faster. Streamline your quoting process with customizable templates, approval workflows, and direct sending capabilities to impress clients and win new projects.
Quotes for project extensions
Expand existing engagements easily. Generate and send quotes for project extensions with the same efficiency as new projects, simplifying scope changes and upselling opportunities.
Rate cards
The cost and sales rates for each service provided by your business. The rates are stored in the defined currency when working with multiple currencies.
Standardize your pricing with precision. Define and manage cost and sales rates for all your services in multiple currencies, ensuring consistent and accurate project pricing.
Multiple pricelists
The option to pre-set the sales rates in pricelists for groups of customers in different currencies. These rates can be set for regions, countries, or other groupings.
Offer flexible pricing for different markets. Create and manage multiple pre-set sales rate pricelists for various customer groups, regions, or countries in their respective currencies.
Discounts & surcharges
Add discounts and surcharges to your projects and SOWS.
Tailor your proposals with ease. Apply discounts or surcharges to projects and Statements of Work as needed, allowing you to finalize deals effectively.
Digital signing for quotes
Close deals faster with digital signatures. Enable clients to digitally sign quotes for a quicker, more secure approval process, and receive instant notifications upon signing.
Soft Bookings on opportunity projects
Tentatively secure resources for potential projects. Soft-book team members to opportunity projects once the SOW is created, allowing for proactive resource planning before the deal is finalized.
Work at risk
Monitor pre-project efforts effectively. Track time spent on projects still in the 'opportunity pending' phase, providing clear visibility into your 'work at risk' and helping you manage pre-sales investments.