CLEAR VISIBILITY INTO YOUR SALES PIPELINE
Track every lead and customer interaction in one place, manage your workflow statuses with ease, and access deal information instantly.
Think of it as your sales team’s daily rhythm tool to keep leads warm, priorities clear, and deals on track.
New credit apps, web inquiries, and showroom walk-ins all flow into one lead list — clearly labeled by source, and matched to existing contacts when possible.
Customize your pipeline stages so you always know what’s moving, what’s stuck, and what needs attention. Keep deals warm with reminders, scheduled follow-ups, and at-a-glance statuses.
Built-in text and email tools enable you to manage customer communication directly within their profile. Every quote, message, payment, and note from anyone on the team, all in one place. No matter how many people worked on the deal.
Global task lists show sales reps exactly what’s on deck for the day. Prioritize follow-ups, quotes, and approvals so nothing gets dropped, even when things get busy.
Familiar workflows and intuitive design mean your team can get up to speed quickly without a huge learning curve.
From sales to finance, everyone gets a clear view of deal status and next steps, so nothing slips through the cracks.
Round-robin your sales leads or assign them to reps by deal size, location, or what works best for your team.
Trigger reminders or messages based on deal activity — or inactivity, so cold leads don't stay cold for long.
Follow up, quote, and check statuses on any device, so your team can keep things moving, even from the floor
Multi-factor authentication (MFA) protects access to your system, and data stays encrypted at every step.