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Commercial update

Commercial calendar to manage prospecting and follow-ups

Plan meetings, reminders and commercial notes to avoid missed opportunities and keep every prospect properly tracked.

Commercial pipeline

Next follow-up

12meetings

tracked actions
15+
tracked actions
fewer misses
92%
fewer misses
visible reminders
24/7
visible reminders
team calendar
1
team calendar

Workflow

  1. 01

    Create prospect

  2. 02

    Schedule follow-up

  3. 03

    Add notes

  4. 04

    Convert to customer

Related modules

Calendar

Prospects

Follow-ups

Statuses

Other updates

Logistics

Organize routes, assign vehicles, track deliveries and keep a clear history of every field movement.

Other updates

Commercial catalog

Sales reps can present products with images, filter references, build a customer selection and create a quote faster.

Other updates