Sales stages
You can create stages in the sales funnel according to your company’s sales process, assigning responsible parties for each stage.
Tasks
Create tasks for responsible employee(s). Stay informed about how and when your employee is working with a potential client.
Commercial proposals
Create, transmit, and store proposals to your potential clients without wasting time.
Attachments and reminders
Take notes, add reminders, and necessary files to not miss anything.
Filters
Convenient monitoring and searching of leads (by date, source, responsible party, and more) through a multifunctional filter that can be saved.