Features
Top Performing Features
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.5
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.6
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.4
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.5
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.6
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7