Quote list
Automatic quote numbers, revision history and pick lists for brands and categories. The same brand never gets entered three different ways.
Hot, warm, cold pipeline
Open quotes sit in lanes by temperature. Drag a card, or let the answer to a follow-up question move it.
Automatic follow-up questions
Managers decide after how many days, to whom and on which channel. In-app and email are ready, WhatsApp is next.
Monday summary
A ready report for the weekly sales meeting: warming up, unanswered, waiting and progress against each person's goal.
Company timeline
Company, contacts, quotes, notes and orders on one timeline. It warns you when there has been no contact for a while and works out active or inactive status itself.
Tasks
Open a task on a company or quote, assign it, set a due date. Answering "ask me later" creates the task for you.
Goals
Monthly targets for quote count, quote value and won revenue, per person or team. Actuals and win rate side by side.
Excel import
Upload your old customer and quote lists, match the columns and merge duplicates. Your history is in the system from day one.
Quoting tool integration
A quote from your quoting tool lands in the list with its value and line items. No separate step to get a number.
Project checklists
List every step of a won job from contract to handover, see progress as a percentage and keep the team on the same page.
At the desk, on site, on the road
The same screens work on desktop, tablet and phone. Answer a follow-up question wherever you are.
Roles and data security
Manager, sales and field roles. Each company's data is visible only to its own team.