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
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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
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