Page Comparison

Automatic Lead Distribution

The solution allows defining assignment rules to automatically assign sales representatives to the leads based on various criteria such as geography, product, department, lead score, lead source, etc. or use round-robin queues to assign the leads equally.

Leads Capture

The solution provides tools to capture leads from various sources and manually add leads from different sources into a single database.

Lead Scoring

The solution computes and assigns each lead a score based on customizable scoring rules using lead data, activities, interactions, and more.

Win-Loss Analysis

The solution displays the percentage of won and lost leads, average lead life-cycle, and how fast the team responds to incoming leads to help understand the dynamics of where the leads are being lost most frequently.

Activity Management

The solution facilitates keeping track of all customer communications and activities associated with an opportunity and notifies any updates in real-time. Examples of activities include sending emails, making phone calls, setting up appointments, creating tasks, taking notes, etc.

Opportunity Management

The solution allows creating new opportunities, sort and filter them using various fields, and manage the flow of opportunities across various stages. It also allows for converting the leads into opportunities.

Success Score

The solution offers to assign a win-probability percentage to different stages of the opportunity.

Opportunity Rotting

The solution highlights the opportunities when specific configurable criteria are met and thus draws attention towards the opportunities that have been unattended or stuck at a stage beyond a specific period.

Sales Pipeline / Kanban View of Opportunities

The solution organizes opportunities in a Kanban board and offers visibility of the opportunities across all stages in a single view.

Color Coded Cards

The solution allows setting color-coded icons to check scheduled and overdue tasks in the sales pipeline view or next follow-up activity for leads, contacts, and deals in the list view.