Key Features
Lead Management
• Instantly view new, contacted, qualified, and lost leads
• Filter and sort by owner, stage, source, or closing date
Deal Tracking
• Monitor deal value, probability, and expected close dates
• Seamlessly move deals through your custom sales stages
Prospect Insights
• Access complete prospect profiles: contact info, activity history, and notes
• Add new contacts, log calls, and schedule next steps easily
Real-time Updates
• Get instant push notifications for new leads or stage changes
• Automatic sync ensures your whole team has the latest data
Tasks & Reminders
• Create follow-up tasks and set reminders so you never miss an opportunity
• Integrated calendar helps you plan your day efficiently
Reports & Dashboards
• Visualize your sales pipeline health with built-in charts
• Quickly export sales reports in CSV or PDF format