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Minimize data entry and capture leads with custom-built, highly targeted forms, organize response data, and automatically create tasks from it.
Keep everyone on top of deals’ progress. Log interactions and take notes with a client, and create a rich database of contacts to refer back to.
Design personalized onboarding steps for your customers to ensure a consistent and seamless onboarding experience.
Create custom interactive dashboards with Bar, Pie, Line charts to track deal and sales reps’ performance over time.
Easily track and manage customer information, including contact details, account data, activity records, and interactions, for efficient search, filtering, and follow-up.
All-in-one operating system for Sales teams.