Essential sales funnel management features
Customizable pipelines
Our CRM offers drag-and-drop pipelines that are completely customizable to your process. With visual status indicators, you can see opportunities status instantly. Need multiple pipelines for different types of deals? We’ve got you covered.
Real-time alerts
Instant notifications deliver up-to-the-minute information when leads and deals need attention, so you can keep your funnel and pipeline flowing.
Email open tracking
Get alerts when contacts in your sales funnel open your email messages so you can reach out while you’re top of mind.
Inactive day count
Quickly see which deals in your funnel haven't had recent follow-up or activity so you know where to focus your attention.
Activity reports
Gain quick insight into team activity metrics like calls, emails, and notes to learn what actions lead to closed business in one concise view.
Goal setting
See how your sales number is tracking and where you’re going to end the quarter against your goal.
Sales leaderboards
Spark friendly competition with seller leaderboards that show top performers by revenue, meeting set, calls made, and emails sent.
Sales mobile app
Receive notifications on new activity, ping your team, and update opportunities all on the go and in the palm of your hand.