Enhance your sales process, organize your leads
Focus on closing care plans with personalized outreach.
Easily define your sales process
- Easily define your sales process
- Create pipelines with an unlimited number of stages to match your business
- Map out each step of your sales process and track how close you are to closing a care plan
- See at a glance the progress of all your leads and what’s needed to close them
Add status updates to each stage
- Keep your team updated on a leads progress through your sales funnel
- Personalize each update for a more engaging experience
- Sync your stages with campaigns to create extensive communication funnels
- Easily attach updates to each stage of the pipeline
Set it up once, use forever
- Easily set up messaging associated with a milestone
- Assign leads to staff members to keep them up to date with the lead’s pipeline progression
- Link stage’s to a campaign to build advanced workflows
- Overview all your deals from one, easy to organize view
