Customers & sales

6 articles

1. Contacts Find and sort your customers, save a filter as a segment, and group contacts under their company.
2. Customer 360 Everything about a customer beside their conversation: orders, follow-ups, deals, appointments and their promotional-message choice.
3. Deals Track sales opportunities on a board of stages, create a deal from the conversation, and drag it until it is won or lost.
4. Quotations Set up your letterhead once, then add a deal's lines and send the quotation or a proforma invoice as a PDF in the conversation.
5. Tasks Record what needs doing for a customer, with a due time and an assignee, from the conversation or the Tasks page, and keep an eye on what is overdue.
6. Import and export Bring your customers in from a CSV file, and export contacts, deals or conversations as a file you can open in Excel.