- A pipeline and stages that match how you actually sell
- Contact, company and deal records with just the fields you need
- Email and WhatsApp logging so conversations stay on the record
- Quote and document generation from the data you've already captured
- Reminders and follow-up tasks so leads don't go cold
- Reporting and a dashboard view of pipeline, activity and results
- Hosting, security, backups and ongoing changes on one monthly plan
A CRM is most powerful wired into the rest of your business — add automation so admin runs itself, and a dashboard so you can see performance at a glance. See how we did exactly this in our Propspect case study.