CRM
Pipelines, leads, opportunities, activities and automations, with the revenue forecast sales needs.
- Several pipelines with stages, required checklists and advance rules
- Leads converted into client, contact and opportunity in one step
- Unified activities, timeline and custom fields
- Segments, journeys and automations with a simulation before going live
- Embeddable capture form with consent and one-click unsubscribe
- Goals and dashboards: conversion, cycle, ticket, wins and losses by reason
Other modules
Proposals and contracts
Proposals with hours per role and live margin; retainer contracts with an hours balance per period and alerts.
See Proposals and contractsClient service
A record of each meeting with requests, decisions and next steps, and minutes the client approves by link.
See Client serviceJobs, schedule and Gantt
Numbered jobs with versions, brief, tasks and deadlines, on the schedule as list, kanban, Gantt, calendar and workload.
See Jobs, schedule and GanttApprovals
The client approves artwork by link, marks points on the image or the PDF page and asks for changes without an account.
See ApprovalsHours and profitability
Effort logged per activity, weekly approval and the real profitability of every job, client and contract.
See Hours and profitabilityProduction and media
Supplier quotations, estimates authorized by the client, production orders, media plans, insertion orders, checking and data in the CENP-Meios format.
See Production and media