Leads are split between WhatsApp and a rep’s notebook, and follow-up dies after the first visit. What is needed is a visible pipeline with stages, tasks and dates.
Each stage carries a probability, and the forecast weighs only the deals still open.
Calls, visits, meetings and messages, dated, on the deal itself.
Tasks with due dates, and a flag on deals nobody has touched for a while.
Turn a deal into a quote in the Sales app in one step.
On one set of data: what happens here reaches these apps without anyone retyping it.
Each stage has a probability; the forecast adds up each open deal’s value times its stage probability. Won and lost deals are left out of the weighted forecast.
Yes. Deals with no activity for a while are flagged as stalled, and overdue follow-up tasks appear on the “Today” screen.
Yes — in one step a quote is created in the Sales app, linked to the deal, and the whole path shows in the document trail.
Marketing agencies with retained clients, campaigns, creative deliverables, and team hours as the real cost.
Brokerages with property listings, viewings and commissions, competing for both the client and the listing.