Features
CRM built for equipment and machinery sales
Track leads, prospects and customer relationships across the full equipment sales lifecycle, from first call to repeat purchase.
What's included
- Lead and prospect kanban
- Activity timeline per contact
- Automatic lead to customer conversion
- Tied to quotes, sales orders and service history
How it works
- Capture leads from web, phone and walk-ins
- Qualify and progress through pipeline stages
- Convert to customer and quote in one click