Automate almost anything in clicks.
- Alerts / reminders to sales people
- Reminders / mails to clients
- Alerts / notifications to managers
- Automate any workflow / process like checking duplicates
- Bulk changes like transferring leads
How many emails they sent, calls they made, new leads etc
Sales, deal sizes, close rate, activities, comparative performance, etc.
Last 6 months, Last 30 days, Last Month, Last 2 quarters etc
Quickly create a new Lead / Contact without leaving the page
Add activity also from same page.
Double click any field to make changes. And save all changes in 1 click.