Simplify Complex CRM Processes
Pipeline Management & Forecasting
Make it easy for your sales team to see and update pipeline in real-time. Deliver highly accurate forecasts, without spreadsheets. Your team spends more time selling, and less time clicking around.
Streamlined Lead to Cash Processes
Manage quotes, renewals and subscriptions 5x faster—and streamline any CPQ workflow. Edit and mass update quote lines directly in the opportunity, manage subscriptions from the accounts page, and more.
A True Customer 360 View
Arm your teams with the view they need to keep customers happy. See all your data across the customer lifecycle in one place. From sales hand-off to renewal, we’ve got you covered.
Essential CRM Functionality
The features you need to manage lots of CRM data
Inline Create, Edit, Clone, & Delete
See and update layers of information from a single screen, just like a spreadsheet. Save once.
Mass Create, Update, & Delete
Save time and reduce clicks for each user with bulk actions and mass updates. No more clicking in and out of records.
Multi, Cross, & Custom Object Configuration
View, sort, and filter any data from any record in one, hierarchal view. Quickly configure your grid to display multiple objects—even unrelated and custom.
Set predefined rules and color-coding to draw attention to your most urgent records for any user.
Ready to accelerate sales?
VP Sr. Salesforce Admin at JLL.
Digital Marketing Manager at Intelsat.
Project Manager at Epsilon