The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Send a relevant prospect follow-up when a deal reaches the next stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Show where your revised quote departs from approved terms.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
See how a revised customer quote compares with the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Find decision-makers at target accounts for direct outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.