Manage your Accounts

Your customers are the core of your business. Keep track of all of your account details in one location. 

Use our Companies module to manage all of your clients, partners, suppliers, and potential leads. Each Company record includes an at-a-glance overview of recent activity, important information, and a full list of contacts.

See upcoming appointments and tasks, recent activity notes, and linked opportunities and jobs! Use the “Quick Create” feature to create notes, appointments or tasks directly from the company record.

 

Track Opportunities

Manage your sales opportunities through the Opportunity Pipeline. View all of your organization’s opportunities in one graphical view or drill-down by team member. 

Review pertinent details about the opportunity, including probability, estimated close date and forecast status. 

Jump into the opportunity with one-click to drill into more detailed information such as ongoing activity notes and upcoming events.