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Unite sales and marketing around the customer with an all-in-one CRM
Deliver seamless engagement across channels with a 360° view of the customer. Unify sales and marketing teams to deliver customer delight.
Sales and marketing can work together to deliver personalized customer experiences. Understand customer intent and send the right message to close deals faster.
Automate personalized communications
Close more deals by automating repetitive work. Automatically assign leads to reps, set reminders for upcoming activities, get notified when a lead is ready to become a customer.
Set activity-based engagement tools to step your leads and customers through the buying process. Automatically send customers the right content at the right time and make sure your teams know who to call and when to ensure they get the deal.
Know your customers inside and out
Your CRM unifies every record across a customer's history in one place. It gives a complete view of every customer's contact details, social media profile, the sales rep assigned, and previous purchases. A CRM provides notes on the side for your staff to record previous interactions. It syncs with calendars to schedule and views upcoming appointments with each customer. It pulls together every conversation via email, chat, SMS, and phone call.
With a single click, quickly access all
the information you need to close deals. View contact details, understand deal progress, and what needs to be done next.
Performance tracking made easy
Keep track of your pipelines, targets, and team performance.
Increase visibility with custom dashboards that instantly report your deal progress, sales figures, and team performance.
Set the deal value and close probability, then leverage reports to track forecast vs. actual sales, and drill down forecast by month, sales rep, and more.
Access all your team’s activities, like calls and meetings, in one place to track their performance, understand their capacity, and plan ahead.
Manage your team’s quota attainment over time, track wins and view goals for specific members or the entire team.
