Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Send a Monday snapshot of team deals with a link to the breakdown.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Record sent follow-ups and blockers on each prospect activity.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Show the team which ad inquiries still need a lead match.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Show deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Bring unclear offer rejections to the sales lead for review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.