Reports and forecasting
Visual Sales Reports
Details deal pages give you the insight you need about your sales quickly and precisely. The timeline keeps track of stage updates when a “todo” is completed and gives your team instant notifications.
Filter and Refine
your Reports
Applying filters to your reports offers you the ability to improve your sales pitch and strategy.
Visualize trends that previously you may not have seen exist in your current sales cycle and make savvy sales decisions to target your best customers.
Leads
Easily automate your lead generation using our flexible integrations and built in tools.
Tasks
Close more deals with your team, assign date/time based tasks with live notifcations.
Reports
Know your current, past and future pipeline using our one-click reporting filters.
Leaderboard
Instantly see who your sales superhero’s are. Compare and promote healthy competition.
