CRM Workflow

We've optimized the sales process so you can focus on closing deals.

1

Capture the Lead

Fast contact import or voice capture keeps your pipeline full.

2

Digitize the Contact

Automatic data capture from business cards and photos. A ready-to-use contact in seconds.

3

Manage the Process

Move opportunities through the pipeline. Contact history, tasks, and notes in one place.

4

Analyze and Close

Close deals and review performance on dashboards. Insights drive revenue.

Click to see value flow in CRM