Setting up your Sales process

Checkout how you can create deal pipeline in SmartTask. Track inquiries from multiple sources, followup with them and move them along the sales pipeline.

Comments with call recordings helps the team have a clear picture of what has transpired till now with a particular inquiry and what are the next action points.

When you have multiple inquiries in the sales pipeline, CRM analytics would give a clear indication of the total estimated sales and sales person wise analytics.

SmartTask doubles up as a CRM with Task management for your team.