The Wind Behind Your Sales
Improve your processes and customise your pipeline with CRM sales tools and features!
Get the data you need into your CRM...
Website > CRM
Use web forms to capture the data you need
Unlimited forms for campaigns and landing pages
Easy to use form builder
Auto populate any record
Generated HTML to easily add
Centralise your customer data...
Leads > Organisations and Contacts
Create, centralise and convert Leads into Contacts and Organisations
Lead Pipeline management and alerts
Converter to Contacts & Organisations
Lists, groups and reports
Customise to get the right data captured
Mail Merge - Create and generate PDF letters and more
Keeping a log of your customer's journey...
Activities & History
Users can schedule and record
Log and record inbound/outbound calls
Book meetings and sync with Calendars
Set Tasks and "to do's" for users
Customise your automation and reports
Visualise your Opportunities and forecast...
Sales Pipeline
The sales pipeline is a collection of modules, reports and dashboards
Opportunities > Quotes and Invoices
Interactive sales dashboard
Customisable fields, automation and reports
Email alerts and notifications
Structure your pricing and generate quotes...
Products, Services and Billing
Centralise your quotes, pricing and billing in one place
Products and price management
Flexible quote builder - groups and line items
Quote > Contract and Invoice
Customise and generate PDFs
Customise, generate and download & Sign:
Documents & Signatures
CRM includes many ways to manage documents
Document archive and version control
PDF builder and mail merge
Connect and sync with DocuSign
See all of your sales activity in one place
Dashboard designed with sales in mind
Customisable and flexible for your Sales processes
Interactive graphs and filter tables
Generate PDFs and Excels
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