Core sales objects configured

• Standardized setup of Leads, Accounts, Contacts, and Opportunities to map your sales process.

Custom fields and page layouts

• Tailored fields and streamlined interfaces built specifically for your team’s data needs.

Automated sales flows

• Time-saving workflows for lead routing and task reminders to keep deals moving forward.

Sales reports and dashboards

• Real-time visibility into your pipeline, team activity, and revenue forecasts.

User setup & training

• Hands-on training to ensure immediate team adoption.