Anticipate your future revenue and never miss your sales quotas.
Auto-generated Reports – the power of the big picture at a glance.
Top-down control – now you can choose who can see what.
Sign contracts digitally and speed up the deal signing process.
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Emulate your company’s reporting structure directly in your CRM in under 2 minutes without needing to hire another person to do it for you.
Create and assign roles to each salesperson so they only have the access you want them to.
Support staff needs to see the customer data but not the sales commission figures – manage who sees what in 3 clicks.
For each role, easily control what they can do – whether it be editing deals, or viewing someone’s pipeline.
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