Sell

CRM

Find, win and keep customers.

Who it is for:Sales teams, sales managers and marketing.

What it does

Leads, opportunities, accounts, activities and campaigns.

Capture leads — including from your website — qualify them and follow each deal through your own pipeline stages.

The full history of every customer relationship in one place.

Calls, meetings and follow-ups, with reminders.

New leads go to the right person; the best ones rise to the top.

Who sells where, and how they are doing.

Reach customers and measure the response.

Forecast, pipeline funnel, rep performance, loss reasons, lead conversion and campaign results.

Connected. Works with Invoicing (quotes and invoices from the opportunity) and Contacts.

Quotes, orders, invoices, payments, subscriptions and reminders.

Projects, tasks, milestones, timesheets and project profit.

Accounting, purchasing, inventory, expenses, fixed assets and VAT.

Employees, leave, recruitment, performance and payroll.

Tell us which apps you need — we will show you around and set up your own environment.