Automations
Sales automation to sell more, more quickly.
Between mundane, time-consuming tasks and contacts that slip out of your funnel, sales can be tedious. Or at least it used to be.
Ways automation will change your life.
Sales
reporting
See how individual team members and your funnel as a whole is performing.
Task
assignment
Give individual salespeople tasks to carry out, either automatically or manually.
Marketing automation
Create nurture and drip campaigns to move potential customers down the pipeline.
Note
creation
Provide all the necessary background information directly within each deal and contact record.
No more business cards, napkins, or notebooks.
Don't let anyone slip through the cracks
For personal organization or team task management, automation streamlines, simplifies, and gathers together everything you need in one place. From automated contact management to task assignment to sales routing, you and your team always know exactly what’s going in.
If you need to take over from someone else, just have a look and pick up from where they left off!
Focus your attention on the most promising prospects
Nobody wants to waste time on leads that go nowhere. Maximize your efforts with lead scoring to automatically access the win probability and when you should send phone calls and outreach emails.
