Replace the spreadsheet
Send us your sheet and it comes back as a live pipeline in 48 hours.
Guide: 9 signs your team has outgrown sheetsSolutions
The manager, the founder, the rep and the person who keeps the spreadsheet all want something different from a CRM. Start with your seat.
Run the team from one dashboard, not from updates.
Read moreStop being the only person who knows where every deal stands.
Read moreOpen one screen and know what to do today.
Read moreRetire the spreadsheet you have been keeping alive.
Read moreSee what happened to every lead you paid for.
Read moreBy what you need to fix
Each one has a guide you can use whether or not you ever talk to us.
Send us your sheet and it comes back as a live pipeline in 48 hours.
Guide: 9 signs your team has outgrown sheetsAn instant reply goes out day or night, and a person picks it up from there.
Guide: lead response time, and what the research saysA timetable of follow-ups runs until the lead answers or the plan ends.
Guide: how many follow-ups before you stopSeveral people answer the same number from one inbox.
Guide: several agents on one WhatsApp numberStart the weekly meeting from a live board with stalled deals flagged.
Guide: the pipeline review meetingStand conversations go into the pipeline the same day.
Guide: following up trade show leadsSend a spreadsheet and see your pipeline in 48 hours. Free, with no obligation.