SALES WORKSPACE

CRM

Know the relationship. Own the next move.

Import contacts New deal
Open pipeline $56,000 5 active opportunities · CAD
New leads 1 Open the lead list
Tasks due 4 Open tasks
Recently won $9,500 1 won deals
A few moves can change the picture. 3 open deals need attention. Give each one a clear next step.
Show all deals
3 deals · $23,500 Export
Discovery 1

$4,20020%

Add deal
Proposal 1

$12,50050%

Add deal
Negotiation 1

$6,80075%

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Won 0

$0100%

Room for your next win
Add deal
Lost 0

$00%

Room for your next win
Add deal

Drag deals between stages, or open a card to update its status. All amounts are CAD.

Connected records. Clear decisions. CAD · America/Toronto