Deal Flow - Sales Pipeline CRM
iOS Universel / Economie et entreprise
Create and track your sales pipeline deals/opportunities using Deal Flow.
Add new opportunities/deals with a single tap, its that simple.
Group all your deals how you want. i.e By Close Month, Deal Stage, Sales Rep
or show open deals past due date.
Fully customisable to suit your business:
-Customise Deal Stages and weighting
-Custom Application Labels to suit the terminology your Business uses.
-Two Custom picklists that you can configure. Use these to report on how your business is performing. (We have Preset to Region and Division, but you can change this to what you want)
-Web portal with Advanced Visuals/Reporting/Analytics so you can slice and dice the data
-Secure login for each user (admin/salesrep/account manager)
-Status report that can be sent as PDF
-Companion website with additional reporting features
Inline help to get you up and going.
You are welcome to Email us if you need further help.
Quoi de neuf dans la dernière version ?
UI Updates
