Customers · Sales
Your pipeline, kept moving.
Leads, deals and pipelines in one place, with reports and assignment rules. Sales agents check the pipeline, update deals, run e-mail sequences and draft proposals.
What it does
Four jobs. One pipeline.
Your team and your agents work on the same leads and deals. You decide what goes out.
- Leads
Leads and contacts
New leads land on the same contact record the rest of the business uses. Assignment rules hand each one to the right person.
- Deals
Deals and pipelines
Deals move through the stages of your own pipelines, where the whole team can see them.
- Agents
Sales agent tools
Agents read the pipeline status, update deals, run e-mail sequences and draft proposals.
Needs you · 1 Send the proposal for the office plants? - Reports
Reports
See what is in the pipeline at any time, or have an agent send you a summary on a schedule.
The screen
See it for real.
The customer screen in the platform today, with every lead and customer in one list.
In the package
What you get.
Everything a sales team works with, on the same contacts as the rest of your business.
- Leads and deals
Leads, deals and the contacts behind them, shared with every other package.
- Pipelines
Your own stages, and more than one pipeline when you sell in more than one way.
- Reports
What is in the pipeline, stage by stage.
- Assignment rules
New leads go to the right person without anyone sorting them.
- Sales agent tools
Pipeline status, deals, e-mail sequences and proposals, for the agents you run.
- Scheduled jobs
Work that repeats, like the pipeline summary every Monday at 08:00.
Plans
On your plan.
Sales is on Starter, Pro and Business. Personal has no customer packages.
- Starter
Sales as your one package, at the small size: up to 5 seats.
- Pro
Sales as one of your three packages, at the medium size: up to 10 seats.
- Business
Sales sized to your team, from 5 seats to 100 and more.
Questions
Good to know.
Do I need Contacts as well?
Contacts come with every plan from Starter, and Sales works on them. One person is one contact across the organisation.
Can I run Sales and Bookings together?
Yes. An organisation can run several packages at once, all on the same contacts. On Starter, a second package costs €29 a month.
Is Sales on the Personal plan?
No. Personal has no customer packages. Sales starts on Starter. See the plans.
Can I use it today?
Self-serve is in early access. Ask for early access, or book a call to have it set up for you.
Works with
One platform.
Every module shares the same contacts, the same credits and the same agents. Add what you need, when you need it.
Two ways to start.
Have it built
We set it up
with you.
We map how your business runs, set up the modules and the agents with you, and hand them over. The accounts stay yours.
Book a callBuild it yourself
Start with
a request.
Describe the outcome and let the team run it. Self-serve is in early access.
Get early access