Optimize processes for new business development
From business development, tracking calls all the way through to sending out terms and contracts, this CRM has got you covered.
Minimize data entry. Prospect & add new contacts in one click.
Pump up job flow
Manage & grow your jobs pipeline effectively with a Job Leads process.
Email & Calendar Sync
Engage with hot prospects and turn leads into opportunities fast with two-way inbox sync.
Configure your BD funnel
A four-step process to take you from new business to job.
360° view of interactions
All activities and emails are automatically tracked so you get a 360-degree view of all interactions.
PSL & MSA process management
Measure & track your top Clients. Great for account review & management.