CRM de gerenciamento de pipeline

Visualização do quadro

A vista de quadro é a forma interactiva de gerir o seu pipeline e acompanhar os contactos no seu CRM. Arraste e largue os contactos para a fase de vendas seguinte e marque-os como ganhos, perdidos ou cancelados. Monitorize o estado geral do seu pipeline e veja rapidamente o que tem de ser feito a seguir.

Vista de lista

List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline CRM, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.

Vista do mapa

Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities. Want to find your best leads on the go? Our free iPhone app lets you quickly view any lead list or filtered lead segment in a zoomable, smooth-scrolling map.

Vista do gráfico

Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph, making it a great method for tracking your pipeline and leads.

Pistas quentes!

Are your leads hot or not? Hot leads let you prioritize the prospects that are most meaningful to you, so you know exactly where to focus your attention. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click, and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists. Learn more about hot leads here!

Cartões de lead personalizáveis

Need to tailor the information stored on your lead board cards? Now you can choose which fields are displayed and reorder them to support your team’s process. Switch up the customization for each of your company’s pipelines so lead board cards show the most important data for your team’s needs. Learn more here!

A maior vantagem é acompanhar os seus contactos e a sua proveniência. Tem sido muito benéfico marcar cada contacto e observá-los na vista de mapa para avaliar os nossos esforços de marketing.

April M. Representante de Vendas Territoriais Lira Clinical