Focus on increasing revenue through managing your leads and build pipelines to move your prospects to customers
Create your leads and manage, track, and attribute those leads to your how you found them. Store your proposals, meeting notes, and closing dates to be diligent in gaining new customers
Categorize your leads in pipelines to track your contacts. Build pipelines for the different types of leads to correctly pursue and close the opportunities available to your firm.
Utilize the CRM to store the historical context of your leads, your proposals, notes, and tasks on accounts to follow up, close, and retain revenue and your customers
is a streamlined workflow automation solution tailored for professional services and shared services companies and teams. Use workflow and AI to use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and no task requiring more than five clicks, it is designed with business leaders and teams in mind being the ultimate solution for efficiency.
Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers
Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer
Track and respond to customer questions and requests to measure customer satisfaction
Assign your team and your customers tasks to complete objectives in a collaborative way
Create proposals for prospects or current customers utilizing AI to drive revenue
Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers
Assign work to team members who have available hours based on current or upcoming work
Securely allow customers to upload, retain, and file documents to be shared between your customer and your team
Allow your executive team and management to know the health of all customers at any time
