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Opportunity Management

Manage your opportunities across every stage of your sales funnel. Track cycle times, sales, and keep your pipelines in view helping identify new areas of opportunity.

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Revenue Visibility

Effectively track the opportunities in your pipeline. Always know the stage and status of your opportunities, and maximize your revenue potential with real-time forecasting. Stay on top of all your sales efforts.

Cut down on cycle-times when your team knows which stage each opportunity is at

Identify KPIs more easily by having actionable insight into your sales pipeline

Activity roll-ups let you keep information visible across multiple apps in the platform

Robust Reporting

Data is better visualized. Take advantage of the robust reporting system utilizing 10+ different charting widgets to customize your views and build beautiful data-rich dashboards. Always be in the know.

Data-rich reports that give visibility into the full sales funnel

Multiple reporting utilities designed to visualize data and identify where to you can optimize your cycle-times

Build dashboards to create data-rich full reports pulling in information from multiple sources that can be shared or printed

Automate Opportunity Management

Set rules to automate reminders,  follow-ups, and stage changes to make sure nothing falls through the cracks. Reach your full revenue potential.

Set automations to keep cycle-times low and alerts to make sure pipeline movement stays flowing

Automate rules for touch-base emails to be sent making sure every opportunity is maximized.

Automate reports so you don't have to go searching for sales results

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