Keep all your team members up to date with the progress and activities on that current
Notes, emails, files, invoices are all viewable and monitored in one space.
Customise your sales pipeline for each sales process you have, apply discounts, add products and convert your customers.
Each deal has a full dashboard to monitor the progess of that sale, keep track of notes made, meetings, files and emails with it's unique bcc ID.
Provide customers with custom branded quotations, break down costs, services, discounts and tax. All quotes are securely stored and available through the sales suite.
All quotes and invoices are available on a deal or through a contact and location.