✅ Track Sales Stages with Ease — Move deals seamlessly through stages like Qualified, Specification, Estimating, Quote, Won, or Lost.
✅ Organize Leads and Customers — Instantly pull up customer details, notes, and recent activity so you’re always prepared.
✅ Customize Your Deal Pipeline — Tailor columns and filters to fit your unique sales process.
✅ Boost Team Collaboration — Assign deals to multiple sales associates and keep everyone on the same page.
✅ Gain Real-Time Insights — View deal values, order links, and activity logs — all updated live.
Simple Yet Powerful Features
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Add New Deals in Seconds — Click ‘Add Deal,’ enter the title, select a customer, and set the sales stage. That’s it.
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Seamless Quote & Order Integration — Link quotes and orders directly to deals, so your sales and operations stay connected.
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Smart Filtering and Sorting — Organize your deal grid by stage, days in progress, customer name, or deal value.
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Customizable Deal Stages — Adjust your sales pipeline to match how your business operates.
