The All New Activity Page | Your Team’s Updates Have Never Looked Smarter

The Activity page is the beating heart of your sales process. Every single update, every call, every deal change is stored there, giving you a full, real-time overview of your sales progress. However, sales are dynamic. If your team is as active as it should be, chances are your Activity page will get quite busy. To make navigating it that much easier, we’ve introduced a brand new look. Smart, clean and beautiful. The new Activity […]

Assigning a deal owner

We’re happy to release our latest update of assigning a deal owner. This new feature increases flexibility of managing deals which is especially important in a multi-user environment. Deals associated with a single Account can now be owned and nurtured by individual team members regardless of the overall owner of the contact. This enables team members to focus even more on their sales targets and ultimately winning deals! Filter by Team Member in the Sales […]

Product update: Activity Reporting

Ever wondered what your performance or conversion rates are? When busy with selling you focus on hitting the sales targets but it’s helpful to go back to analyze the past to see what brought a deal to a closure, which and how many actions were done to get the prospect over the line. Now with new Activity Reporting it’s easy to find out! Activity Reporting is a great tool for sales staff to keep track […]

Add file attachments to Notes & Deals

We’ve been asked for file attachments feature for a little while, I’m happy to say that this is now available. Our users can now add multiple file attachments to contacts’  Notes & Deals. Attach your deal quote files for a quick reference or important files related to this deal or contacts. Max attachment size allowed is 5Mb and each user can upload up to 1Gb of the file storage!