B2B Sales & Account Management
A clearer view of every account and opportunity.
Keep the people, activity and commercial detail around a B2B relationship connected as a sale moves forward.
From first contact to long-term account
Support the whole sales relationship.
Use a practical CRM for the day-to-day work of following up, quoting and looking after customers.
Keep account history together
Connect companies, contacts, tasks, activities, opportunities and quotes so teammates can pick up the account with useful context.
Match the sales process
Manage simple quote-and-accept sales or use configurable pipelines and stages for longer sales cycles.
Keep every quote revision clear
Maintain numbered revisions under one quote and record which revision the customer accepts.
Connect campaigns to sales
Retain campaign context from an enquiry through to opportunities, quotes and won value.