CRM & Integrations

Empowering/training sales teams for digital:

Streamlining meetings scheduling through meeting links

Tracking of submitted proposals

Tracking lead behavior on website through notifications

Developing sales templates for quicker responses

Personalization of messages using video

Fast delivery of quotes

Automation of processes

Follow up contacts, companies, deals and tasks

platform's CRM works with the tools you already use to organize all the details of your contacts, automatically.

See useful details about your prospects

Get a 360º view of every contact in your database. That way you'll know the best way and time to contact them.

Integrated with your email inbox

When you write an email (Outlook or Gmail) you can see more business information about the contact. Store email exchanges in platform. Ask to be notified when the contact opens an email or even when they have read an offer you sent.

Automatic follow-up of your proposals

After sending a proposal, or when you're trying to set up a meeting, activate a smart follow-up email sequence. They are sent with personalization and stop as soon as you get through to the customer. It's like having a personal assistant to manage your business follow-ups.

Prospect directly on platform

Find out which organizations have visited your website or fit a desired profile. Then look up information about that organization directly on platform. Use this information to more easily set up a prospecting meeting.

platform Sales Hub