CRM and Outreach
People, organisations, deals, proposals and campaigns.
- Track deals on the pipelineAdd a deal, move it through your stages, give it a next step and close it as won or lost.
- Add and organise your contactsAdd people and organisations to the CRM, import them, find duplicates and save the views you use most.
- Send a proposalWrite a priced proposal, send it to a client, follow up and turn an accepted one into an invoice.
- Run an outreach campaignBuild a lead list, write a sequence of emails and launch a campaign that sends from your sales mailboxes.
- Common questions about CRM and OutreachShort answers about leads and contacts, lost deals, proposals and campaign sending.
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