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Built-in CRM, automated follow-ups, and a complete sales pipeline.
Un pipeline en 5 étapes conçu pour les ventes 3PL: New, Contacted, Demo, Proposal, Won. Each stage has clear criteria and suggested actions. The Kanban view lets your sales team drag deals between stages, giving everyone a visual overview of where every prospect stands.
Deal value tracking shows your total pipeline worth en un coup d'œil. Win rate analytics reveal which stages have the highest drop-off, so you know where to focus your effort. Pipeline forecasting uses historical conversion rates to predict next month's new revenue.
Whether you're a single salesperson or a growing team, the pipeline scales with you — from your first lead to your hundredth client.
When a deal moves to a new pipeline stage, automated email sequences trigger immediately. A prospect enters "Contacted"? They receive a personalized welcome email within minutes. Three days later, a follow-up lands in their inbox — all without your sales team lifting a finger.
Templates with smart personalization pull in company name, contact name, and deal details automatically. Ouvert and click tracking shows you exactly who's engaging. A/B testing for subject lines helps you optimize over time — the system learns which messages drive the most responses.
Your sales team focuses on conversations that matter. The system handles the repetitive outreach that most teams forget to do.
Website form submissions flow directly into your lead database. Each lead is automatically scored based on company size, expressed interest level, and engagement behavior. A score of 85/100 tells your team this is worth a call today — not next week.
The activity timeline per lead captures everything: form submissions, email opens, page visits, demo requests, phone calls, and internal notes. When your sales rep picks up the phone, they have full context without asking the prospect to repeat themselves.
Calendly integration lets prospects book demo slots directly from your emails or website. The meeting appears in your pipeline automatically, and a confirmation sequence fires. No back-and-forth scheduling emails.
Get early access to the built-in CRM designed specifically for 3PL sales teams.