All Work
CONCEPT / SHOWCASECRM / SAAS / BUSINESS

Sales CRM

A modern sales CRM designed to help teams capture leads, manage pipelines, track activities and move opportunities from first contact to close.

Industry
Business
Product type
SaaS Platform
Sales CRM — SaaS Platform

Scope

What the concept covers

01

New → Contacted → Qualified → Proposal → Won

02

Lead & Contact Management

03

Sales Pipeline

04

Tasks & Calendar

05

Reports & Sales Analytics

Product direction

The experience, in detail

Leads and contacts

The concept includes lead and contact management, giving the sales team a proposed workspace for moving from first contact toward an opportunity.

Pipeline and activities

The proposed pipeline moves through New, Contacted, Qualified, Proposal and Won, with tasks and a calendar supporting activity tracking.

Sales reporting

Reports and sales analytics complete the concept scope. These are intended product capabilities, not evidence of increased sales or conversion rates.

More work

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