Sales Workflow

Route, notify, and follow-up automatically with smart sales workflows. Frees up sales people to do what they do best, close deals.

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Automate Everything

Create workflow rules to automate customer interaction.

Receive timely notification so nothing falls through the cracks.

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Smart Routing

Use lead queues to route leads efficiently to the appropriate sales people.

Automatically assign tasks to the proper resource based on triggered events such as sales stage or recent account activity.

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More Features

  • Deal Tracking

    Forecast deals you will close and visualize what needs attention.

  • Contacts & Accounts

    Organize your customer data intelligently and build more meaningful relationships.

  • SIP Calling

    Use CRM.me to call on contacts with a single click, no dialing required.

  • Teams & Territories

    Manage your teams and territories to restrict access and group data.

  • Product Catalog

    A tool for keeping track of your products and services that you offer.

  • Sales Workflow

    Automate your selling processes to ensure nothing gets overlooked.

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