Triggers & Followup Automation
- Automate your whole sales process - Ability to create new triggers for deals, emails, contact updates etc. Select triggers from our templates like - Automatically send followup emails - Send a Welcome message when a new lead comes in - Birthday Wishes - Promotion to particular contacts/leads
A dashboard to understand your important sales numbers and KPIs like: - Revenue - Activities breakdown - Active team member - won deals - lost deals - lost deal reasons - avg sales cycle - avg deal value - top 10 deals - new deals - Funnel analysis and suggest us data that you want.
Get notified through email and inapp notifications for : - new deal created - new task is created - task is overdue - someone mentions you in deal, contact, company etc -deal reply is due. You can suggest notifications as well.