Which solution are you interested in?
Manage all of your sales data, from new leads to deals won, in one completely customizable platform
Get a 360-degree view of your leads and customers
Easily upload, store, and manage comprehensive lead and contact data at an individual and an account level, within our completely customizable interface. Collect and analyze data on everything from account and contact information, to lead source and score, opportunity creation and management, website activity, order, task, and appointment history, email communications, and other critical interactions, to create comprehensive lead and contact portraits.
Easily consolidate company information, for faster collaboration
In a single location, you can manage all pertinent information for an account, including recent customer activity, associated contacts, pending deals, ongoing projects, and more. Build a complete view of each account to streamline collaboration, even as the business evolves. Plus, with the option to create separate accounts under the parent account, managing daily interactions with different decision makers within the same organization is easier than ever before.
Create the CRM you've always wanted
We've made our CRM fully customizable, to adapt to all your unique sales processes and needs. Opportunity Management functionality streamlines the implementation of pipeline processes that best suit your services, products, and buyers. Give your sales team the tools to manage every opportunity using your company's pre-defined stages, empowering them to focus on pipeline and deal progression. In-depth pipeline reports offer full visibility into opportunities on the horizon, sales stages, deals on the verge of closing, and predicted revenue, allowing you to optimize your sales process as it progresses.
Streamline your workflow by syncing your email
Centralize all your email communication within our CRM, to send, receive, track, and map all your messages to leads and contacts, using your preferred email provider—including Outlook and Gmail. Automate emails for purchase confirmations and support tickets, using our ecommerce and service modules. For personalized messaging that scales, employ our pre-built templates and custom tags in your emails. With complete integration into Maropost Marketing Cloud, you can track campaigns and touchpoints to individual contact records, for a full 360-degree view of your customers.
Every file your sales team needs, in one convenient location
Eliminate any confusion in your sales team over where to find the latest collateral, proposals, presentations, contracts, and more. Our Document Library acts as a central resource for all the most up-to-date versions of documents your sales team uses in their daily outreach. To make things even better, your team can quickly search for and attach files to emails, with automatic tracking of the activity and association of the file with a particular lead or contact record.
Insights with the power to optimize your business
Our robust suite of reporting tools allows you to effortlessly organize and analyze your data, while our fully configurable dashboards offer a real-time picture of your business—anytime, anywhere. For insights you can really see, we provide a variety of charts, widgets, pivot tables, and tabular view components, to visualize your reports. Show users the metrics that matter to them, with goal progress reports for sales reps and deal metrics reports for management. Through total pipeline transparency and reporting, you can capture and track key business trends as they develop.
Discover the only sales automation platform you’ll ever need.