Opportunities & Sales Tracking

Convert leads, drive sales through the pipeline, and track productivity.

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Lead Management

Capture prospect information and easily group, assign, and nurture leads through the beginning stages of your sales process.


Sales Process

Manage customers through a simple, out-of-the-box sales process, or personalize your own process to fit your business. Keep detailed progress notes and see the probability of close for each opportunity, giving you total visibility and control of your sales pipeline so you can stay in contact with those opportunities most likely to close.

Complete activities in each stage of the sales process to keep deals moving – track call-backs, products, meetings, emails, and more.

Sales Pipeline

Analyze the health of your pipeline and assess critical business metrics from across your business to gain a deeper understanding of individual and team performance and make strategic decisions that positively impact your bottom line.


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