CRM

Manage multiple sales pipelines with custom statuses for each sales funnel.

Invite team members, assign roles, and manage permissions within your CRM.

This page is the heart of your sales process. It features a board view of your sales pipeline, where opportunities are grouped by their current status.

• Pipeline Management: View and manage multiple pipelines within your account.

• Custom Statuses: Customize the statuses of opportunities according to your business process.

• Drag-and-Drop Interface: Easily move opportunities between different stages of your pipeline.

The leads page provides a list of all potential clients, each containing detailed information about related contacts and opportunities.

• Leads List: View and manage all leads within your CRM.

• Related Contacts: Each lead can have multiple related contacts, making it easy to track the key people involved.

• Opportunities Association: Link opportunities directly to specific leads for better tracking and management.

Here, the account owner can manage the team members who have access to the CRM, inviting new members and defining their permissions.

Profile

This page allows users to update their personal information and credentials.

Company

The account owner can manage the company’s brand identity on this page.

Funnels

Manage your sales funnels, including creating new funnels and customizing the steps within each one.

Services

This page allows you to define the services your company provides, which can then be linked to opportunities.