Automations and reports
No code rules that react to leads, deals, tasks and requests, plus sales reports and a custom report builder.
Rules anyone can set up
Pick a trigger such as a new lead, a status change, a deal stage, a quote generated, an overdue task or no activity for a number of days. Then choose what happens: notify someone, create a follow up, task or deal, change a status or assign the lead round robin.
Reports that answer real questions
See the sales funnel, the weighted pipeline, revenue by month, conversion by source, the rep leaderboard and hours by employee. Build your own leads report grouped by any field, with cross tabs and CSV export.
What you can do
Triggers
New leads, status changes, deal stages, quotes, overdue tasks and quiet leads.
Actions
Notify, create follow ups, tasks and deals, update or assign leads.
Round robin assignment
Share new leads fairly across your sales team.
Sales reports
Funnel, pipeline, revenue by month, conversion by source and leaderboard.
Custom report builder
Group leads by any field, with cross tabs.
CSV export
Take any report into a spreadsheet in one click.
Explore other modules
Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.