Sales pipeline desk
Every deal and contact in one clear pipeline.
Keep contacts, companies and deals in one place, and let Agents read and update them. Use it for your own team, or set it up for your clients.
What you can do
- Keep contacts, companies and their history
- Run a deal pipeline
- Track tasks and activity
- Search everything from one box
What your clients get
- One place for every customer
- A pipeline the whole team can see
- Agents that can read and update the records
How setup works
- We switch the pipeline on with you.
- Bring in the contacts.
- Set up the stages.
- Work the deals, and let Agents keep records current.
Questions
- Can I sell this to my clients?
- Yes. Tell us when you set it up, and we will agree the terms, including selling it under your own brand.
- Can my own agent use it?
- Yes. A connected agent can read and update contacts, companies and deals with your rights.