Sales Automation
A CRM designed for real people
Seamless integration with your personal email, marketing, and automations.
A CRM designed for real people
Automatically nurture, advance, and close on deals.
Assist your sales reps with automated actions based on your contacts’ emails, actions, time within deals and stages, website browsing history, and more. Manual actions are assisted via automation features to ensure you can do more with your time. This provides the perfect blend of automation & personalized human touch to your deals.
Setup custom sales processes
Craft your own sales process combining automated and manual touches to provide the best sales experience possible while saving your agents time.
Use intelligent behavior based logic to nurture leads. Have agents reach out manually when the contact is ready.
Manage and grow your list of contacts
Spend less time keeping up with your contacts actions and needs.
Manage your existing and future contacts with ease. With powerful searching and filtering options you can drill down to specific groups of contacts and view the entire history of a specific contact.
Contact and lead scoring
Not every contact and sales opportunity is equal. Use contact data such as their details, interactions, behaviors, interests, and more to ensure you are pursuing the top opportunities first.
Social and behavioral data
Get to know your contacts. We show their interests, social profiles, interactions with marketing campaigns, behavioral actions on your web site (and your custom apps), and the likelihood of closing a deal.
Drag & drop deals
Naturally and seamlessly move deals from one stage to another as you work to close the deal and increase your company’s sales.
Track your sales process
Watch your sales funnel in real time and always know how much money is pending in each stage. All it takes is a quick glance.
Customized sales flow
Design your sales process to be as unique as your business. With custom pipelines, sales stages, tasks and more you can get more leads fast.
Seamless email integration
Connect with Gmail, Outlook, or any other email provider. View all sent and received emails related to a deal from a single central view.
Sales and user reporting
Keep an eye on your sales funnel, performance metrics, automations, and individual agents with ease.
Fully integrated
Your marketing, automation, and sales processes are all seamlessly integrated within a single platform.
Know the value of each contact
Automatically identify, and target, your best opportunities.
Intelligence-driven automation
Maximize efficiency with an optimized sales process that focuses resources on your best leads. Get measurable improvements in ROI, increase your conversion rate, and shorten your sales cycle.
Dynamic, customized lead scoring
Define the lead profile that’s ideal for your business. Adjust their scores as they interact with your marketing. Apply tags, create tasks, move them to another stage of a deal, and more as their scores change.
Maximize your sales resources
Divert resources away from dead ends and toward your best opportunities. You’ll have a ranked, continuously updating list of your best leads so you can be sure your sales team is always focused on the hottest deal at the perfect time.
Adjust scores as needed — easily
As you improve your definition of an ideal lead, you can add rules and adjust the point distribution. You’ll find you can do this quickly with our intuitive interface so you’ll never hesitate to make adjustments.
