Clients

The shared store of companies and contacts, a deal pipeline with a next action on every deal, vendor price memory and a simple view of how the pipeline performs.

What it does

• Companies and contacts shared across the whole organisation.
• Merge duplicate records to keep the data clean.
• A deal pipeline by stage, with the next action on each deal.
• Vendor price lists as memory, never as money of record.
• Win rate, loss reasons and time in stage.

Main areas

• Companies
• Contacts
• Deals
• Vendor prices
• Insight