How it works

Every sales action is tracked, time stamped and used to create dynamic status views of customers and deals. Automatically the app tracks all quotes and auto expires based on time elapsed from the last action.

Sellers can visually see the most important customers and actions to follow-up.

Sales managers have a holistic view of the sales pipeline. They can drill down on individual sellers to provide support on deals.

Productivity benefits

  • No need to enter data
  • No need to update customers and quotes for forecasting (it is done automatically)
  • Visual dashboard to drive the most important sales actions