Automate your sales management and execution with Contact Level CRM. Effortlessly create sales teams and groups and create tasks and manage contacts for greater insight into your sales pipeline. Generate forecast reports and oversee team performance with collaboration. Gain insight daily, weekly, monthly, quarterly and annually.
Whether calling new leads, monitoring an online ad campaign, sending an email newsletter or managing a trade show, all of those campaign profiles can get added and tracked. Effectively manage and collaborate on contacts, leads, tasks, events, projects and more. Create custom workflows and triggers to automate communications internally or to your prospects and customers. Seamlessly manage sales pipelines, contact engagement and conversions with profile engagement scoring.