Optimiser’s pipeline is a single source of truth where your teams can guide each lead through its entire sales cycle. Keep on top of your activities for each account, opportunities for expansion, next step management and chances to follow-up. Work through your lead nurturing process and segmentation seamlessly with an optimised funnel that saves time for your reps on internal coordination.
Gain a clear snapshot of your sales data at a glance, with insightful and customisable emphases on your key factors. Have your data available in a clear and readable format to share with colleagues and onboard collaborators with ease.
Intuitive lead management software tracks your sales funnel and gathers all key information about your prospective clients into one place. Multiple pipelines per user ensure that all ongoing leads are accurately monitored and mapped, with no crossed wires and efficient data retrieval for each account.
Align the goals of team members internally and externally within departments, to ensure everyone is working toward a common goal. Synchronise remote and global teams into one unit and adapt to a new digital work environment.
Accelerate your conversions with real-time lead management that generates in-depth reports on productivity, case status and priorities. Monitor the productivity of your teams across all areas of your business, to ensure a healthy ROI and on-time KPI achievements.
Genius best course of action suggestions from AI that works proactively with your data and predictive trends ensure you stay ahead of the curve, and guides smart CRM decisions using key insights.