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HubSpot CRM

Grow Better with Marketing, Sales, and Customer Engagement

Manage leads, automate marketing campaigns, and track customer interactions in one intuitive platform.

Leader
JR
John Ronan
Specialist at Now Crop Inc.
j.ronan@nowcropinc.com
+1 (468) 547-2268 📋
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Task
📅Meet
👁️ Follow
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Explore CRM Platforms

You are currently viewing HubSpot CRM.

Explore other sales and marketing CRM platforms within the ecosystem.

🟠
HubSpot CRM
Current

Marketing automation and lead nurturing

🟢
Zoho CRM

Balanced CRM with sales and workflow automation

🟣
Freshsales

Sales-focused CRM with lead scoring

🟩
Pipedrive

Visual pipeline and deal tracking

Marketing & Sales Overview

Real-time insights to drive better decisions across your entire revenue operation.

👥
12,847
Total Leads
↑ 18.4% this month
1,293
New Contacts
↑ 7.2% this week
💼
$4.7M
Deals in Pipeline
↑ 12.1% vs last quarter
🎯
24.6%
Conversion Rate
↔ Steady
📈 Campaign Performance
Q1 Spring Launch87%
Email Nurture Series64%
Product Demo Ads51%
LinkedIn Outreach38%
💡 Insights
Top Lead Source: Organic Search (42%)
Hot
Email Engagement Rate: 34.2% open rate
↑ Up
Deal Progress: 12 deals moved to negotiation
Active
Customer Activity: 287 support tickets resolved
Good

Contact Management

Organize and track all your leads and customers in one centralized place.

➕ Add New Contact

All Contacts (12,847)
Name Company Status Stage Owner
JS
Jane Smith
jane@acme.com
Acme Corp ● Qualified MQL Sarah J.
MD
Mark Davis
mark@techco.io
TechCo ● New Lead Emily C.
EC
Emily Chen
emily@startup.co
StartupCo ● Customer Customer Mark D.
RK
Raj Kumar
raj@globalinc.com
Global Inc. ● Contacted SQL Sarah J.
LP
Lisa Park
lisa@ventures.io
Ventures IO ● Qualified Opportunity Emily C.

Lead Lifecycle Stages

Track every contact through their complete journey from subscriber to brand evangelist.

📧
Subscriber
4,231
contacts
🌱
Lead
2,847
contacts
MQL
1,103
contacts
🏆
SQL
648
contacts
💡
Opportunity
214
contacts
Customer
187
contacts
📣
Evangelist
52
contacts
📊 Conversion Rates Between Stages
Sub → Lead67%
Lead → MQL39%
MQL → SQL59%
SQL → Opp.33%
Opp. → Customer87%
Customer → Evangelist28%

Marketing Campaigns

Create and manage campaigns to generate and nurture leads at every stage of the funnel.

📧
Email Campaigns
Design, send, and track personalized email sequences
🖥️
Landing Pages
Build conversion-optimized pages with drag-and-drop editor
📝
Forms
Capture leads with smart, adaptive forms embedded anywhere
🎣
Lead Capture
Pop-ups, slide-ins, and sticky banners to convert visitors
📊
Campaign Tracking
Attribution reporting across all channels and touchpoints

Active Campaigns

3 running · 2 drafts · Updated just now

Spring Product Launch 2026
Email · 12,400 recipients
34.2% open
● Active
Lead Nurture: Enterprise Track
Workflow · 847 enrolled
62% engaged
● Active
Re-engagement Q2 Series
Email · 5,200 recipients
28.7% open
● Active
Webinar Follow-up Sequence
Email · 1,840 recipients
Not started
● Draft

Email Engagement

Track email performance and user interactions in real time with detailed analytics.


Deal Pipeline

Track sales opportunities and revenue through every stage of your process.

Prospecting
4 deals $148K
Q2 Enterprise Deal
TechStartup Inc.
$48,000
SJ
Sarah J.
Platform Upgrade
Global Corp
$32,000
MD
Mark D.
Qualification
3 deals$210K
CRM Migration
Acme Corp
$72,000
EC
Emily C.
Demo Scheduled
5 deals$390K
Annual License
MegaRetail LLC
$120,000
RK
Raj K.
Marketing Suite
Ventures IO
$95,000
SJ
Sarah J.
Proposal Sent
2 deals$185K
Sales Ops Bundle
CloudBase Ltd
$85,000
MD
Mark D.
Negotiation
3 deals$420K
Enterprise Renewal
FortuneCo
$210,000
EC
Emily C.
Closed Won 🎉
8 deals$1.2M
Platform Contract
TechLeader Inc.
$180,000 ✓
SJ
Sarah J.
Closed Lost
2 deals$60K
SMB Starter Pack
LocalBiz Co.
$12,000 ✗
RK
Raj K.

Marketing Automation

Automate repetitive tasks and workflows so your team can focus on what matters most.

🌱
Lead Nurturing
Automatically move contacts through stages based on behavior
📧
Email Automation
Send the right email at the right moment, automatically
Workflow Triggers
Page visits, form fills, deal stage changes — trigger anything
🔄
Follow-up Sequences
Multi-touch follow-up sequences for sales reps, on autopilot
Task Automation
Auto-create tasks, reminders, and assignments for your team
🔄 Active Workflow: Lead Nurture → Customer
Trigger
Form submitted: "Request a Demo"
📧
Send Email
Welcome + Resources email
🔀
Condition Check
Did they open the email?
↓ Yes
📅
Create Task
Schedule demo call — assign to owner
🎯
Update Lifecycle
Set stage → MQL
847 contacts currently enrolled in this workflow · 62% engagement rate

Reports & Analytics

Deep insights into your marketing, sales, and customer success performance.

📣
Campaign Performance
Last 6 months · All campaigns
Jan
Feb
Mar
Apr
May
Jun
24
Campaigns run
34.2%
Avg open rate
$420K
Revenue attributed
🎯
Lead Conversion
Lead → Customer funnel
Leads
MQL
SQL
Opp.
Won
12.8K
Total leads
1.9%
Close rate
$4,200
Cost per acq.
📬
Email Analytics
All email sends · 30 days
Sent
Opened
Clicked
Replied
Bounced
92K
Emails sent
34.2%
Open rate
287
Direct replies
💼
Sales Reports
Revenue · Pipeline · Activity
Q1
Q2
Q3
Q4
$4.7M
Pipeline total
↑ 24%
QoQ growth
$1.2M
Won YTD
📈
Customer Growth
New customers · Churn · NPS
Jan
Feb
Mar
Apr
May
Jun
+187
New customers
2.1%
Churn rate
72
NPS score
Zoho CRM

Accelerate Sales with Smart Automation and Customer Insights

Manage leads, automate workflows, and track sales performance with an all-in-one CRM solution designed for growing businesses.

GET STARTED

Business Overview

Real-time insights across leads, contacts, deals, revenue, and team activities — all in one place.

🌱
14,320
Total Leads
↑ 21.4% this month
👤
8,640
Contacts
↑ 9.3% this week
💼
$6.2M
Deals in Pipeline
↑ 14.7% vs last quarter
💰
$1.8M
Revenue Closed
↑ 18.2% this quarter
📅
4,218
Activities This Month
↔ On track
📈 Performance Insights
Sales Trends92%
Lead Conversion68%
Top Performing Deals55%
Team Performance79%
💡 Key Insights
Top Lead Source: LinkedIn Outreach (38%)
Hot
Email Open Rate: 41.5% — above industry avg
↑ Up
16 deals moved to Negotiation stage
Active
Zia AI detected 3 at-risk deals needing attention
Alert

Lead Management

Capture and manage potential customers. Track every lead from first touch to conversion.

➕ Add New Lead
All Leads (14,320)
Name Company Email Source Status Owner
JS
John Smith
Acme Corp john@acme.com LinkedIn ● Hot Sarah J.
PP
Priya Patel
TechVision priya@techvision.io Web ● New Mark D.
DL
David Lee
BlueStar Inc. david@bluestar.com Referral ● Qualified Emily C.
AM
Ana Martinez
GrowthCo ana@growthco.io Trade Show ● In Progress Raj K.
BW
Brian Wu
Nexus Corp brian@nexus.com Email Campaign ● New Sarah J.

Contact Management

Maintain and strengthen customer relationships with a 360° view of every contact.

➕ Add New Contact
All Contacts (8,640)
Name Company Account Type Region Owner
JS
Jane Smith
jane@acme.com
Acme Corp ● Customer North America Sarah J.
MD
Mark Davis
mark@techco.io
TechCo ● Prospect Europe Emily C.
EC
Emily Chen
emily@startup.co
StartupCo ● Partner Asia Pacific Mark D.
RK
Raj Kumar
raj@globalinc.com
Global Inc. ● Customer Middle East Sarah J.
LP
Lisa Park
lisa@ventures.io
Ventures IO ● Prospect LATAM Emily C.

Deal Management

Track every sales opportunity from initial contact to closed deal with full visibility.

➕ Add New Deal
Active Deals (284 deals)
Deal Name Contact Amount Stage Prob. Close Date
Enterprise Suite Q2
Jane Smith $124,000 Negotiation 80% Mar 30
Cloud Migration Deal
Mark Davis $87,500 Proposal 60% Apr 15
Annual Support Contract
Raj Kumar $48,000 Closed Won 100% Mar 20
SMB Starter Package
Lisa Park $22,000 Qualification 40% May 01
Strategic Partnership
Emily Chen $210,000 Needs Analysis 55% May 20

Sales Pipeline

Visualize every deal across your sales stages and drive revenue forward with a Kanban-style pipeline.

Prospecting
4 deals$186K
Website Revamp
Nexus Corp
$32,000
● 20% prob
SaaS Platform
GrowthCo
$54,000
● 25% prob
Qualification
3 deals$142K
SMB Starter
BlueStar Inc.
$22,000
● 40% prob
Data Analytics
TechVision
$76,000
● 35% prob
Needs Analysis
2 deals$258K
Strategic Partnership
StartupCo
$210,000
● 55% prob
Proposal
3 deals$195K
Cloud Migration
TechCo
$87,500
● 60% prob
CRM Integration
Ventures IO
$44,000
● 65% prob
Negotiation
2 deals$174K
Enterprise Suite
Acme Corp
$124,000
● 80% prob
Closed Won
5 deals$412K
Support Contract
Global Inc.
$48,000
✅ Won
Premium Plan
InnovateCo
$95,000
✅ Won
Closed Lost
2 deals$62K
Basic Tier
LocalBiz
$18,000
✗ Lost

Activity Tracking

Stay on top of every task, call, meeting, and follow-up across your entire sales team.

Tasks
248
Active tasks
📞
Calls
1,042
This month
🤝
Meetings
184
Scheduled
🔔
Follow-ups
312
Pending
Reminders
76
Today
Today's Activities
20 March 2026
Follow up call with Jane Smith – Acme Corp
📞 Call · Assigned to Sarah J.
Due Today
Send Enterprise Suite proposal to Acme Corp
✅ Task · Assigned to Emily C.
Due Today
Product demo meeting with TechVision team
🤝 Meeting · 3:00 PM · Mark D.
3:00 PM
Negotiate contract terms with GrowthCo
📝 Task · Assigned to Raj K.
Tomorrow
Send Q2 performance report to management
✅ Task · Assigned to Sarah J.
Mar 22

Workflow Automation

Automate business processes and reduce manual work — so your team focuses on selling, not admin.

🔀
Workflow Rules
Trigger actions automatically when conditions are met
📧
Email Alerts
Send automatic emails when deals or leads change status
👤
Task Assignment
Automatically assign leads and deals to the right sales rep
✏️
Field Updates
Auto-update record fields based on trigger conditions
Approval Processes
Multi-level deal and discount approval workflows
⚡ Active Workflow: Lead Nurture Sequence
🎯
Trigger
New Lead Created
🔍
Condition
Lead Source = Web or LinkedIn
📧
Action
Send Welcome Email
Action
Create Follow-up Task (2 days)
👤
Action
Assign to Sales Rep (Round Robin)
Runs: 2,841 times Avg completion: 1.2 days Status: ● Active

Reports & Analytics

Gain deep insights into sales performance, lead trends, and revenue forecasts with powerful reports.

📈
Sales Reports
Monthly sales performance overview
Oct
Nov
Dec
Jan
Feb
Mar
$1.8M
This Quarter
+22%
vs Last Quarter
142
Deals Closed
🎯
Lead Conversion Reports
Lead-to-deal conversion trends
Web
LinkedIn
Ref.
Email
Call
28.4%
Conversion Rate
4,062
Leads Converted
14 days
Avg Time
💰
Revenue Forecast
Q2 2026 projected revenue
Apr
May
Jun
$2.4M
Q2 Forecast
87%
Quota Attainment
$6.2M
Pipeline Value
📊
Custom Dashboards
Build your own analytics views
Activity
4,218
↑ +12%
Win Rate
34%
↑ +5%
Avg Deal Size
$78K
↑ +8%
NPS Score
72
↑ Excellent

Campaign Management

Manage marketing campaigns, track performance, and drive lead generation at scale.

📧
Email Campaigns
Design and send personalized email campaigns to segmented audiences
🌱
Lead Tracking
Track lead source attribution and campaign-driven conversions
💹
Campaign ROI
Measure cost-per-lead, revenue attribution, and campaign ROI
🎯
Customer Segmentation
Segment contacts by behavior, industry, region, and deal stage

Active Campaigns

4 running · 2 drafts · Updated just now

Q2 Product Launch 2026
Email · 18,400 recipients
41.2% open
● Active
Enterprise Nurture Track
Workflow · 1,240 enrolled
67% engaged
● Active
SMB Re-engagement Series
Email · 6,800 recipients
29.4% open
● Active
Partner Webinar Follow-up
Email · 920 recipients
54.1% open
● Active
APAC Market Expansion
Email · 3,200 recipients
Draft
● Draft
Freshsales
Freshsales CRM

Close Deals Faster with Intelligent Sales Automation

Track leads, manage deals, and streamline your sales pipeline with a simple and powerful CRM.

Try it Free Get a Demo  ›
app.freshsales.io/crm/dashboard
📊
👥
💼
🔁
⚙️
📈
Sales Pipeline
New Lead
Acme Corp · $12K
TechStart · $8K
Contacted
Global Inc · $24K
FastGrowth · $18K
Qualified
StartupXYZ · $45K
Proposal
EnterpriseCo · $120K
Won ✓
MegaDeal · $88K
Total Leads
9,842
↑ +14.3%
Revenue Pipeline
$3.6M
↑ +22.1%
Contact score ↑80 in the last 7 days
94
Key factors behind this score

Sales Overview

Real-time insights across your entire sales operation — leads, deals, revenue, and team activities.

👥
9,842
Total Leads
↑ 14.3% this month
💼
342
Active Deals
↑ 8.7% this week
💰
$3.6M
Revenue Pipeline
↑ 22.1% vs last quarter
🎯
31.4%
Conversion Rate
↔ Steady
📈 Top Deals
EnterpriseCo Platform
Negotiation · Sarah M.
$120K
Global Inc Annual
Proposal · John R.
$88K
StartupXYZ Scale Plan
Qualified · Emily C.
$45K
FastGrowth Pro License
Contacted · Raj K.
$38K
💡 Lead Sources & Insights
Organic Search42%
Direct / Referral28%
LinkedIn / Social19%
Email Campaigns11%
Freddy AI detected 12 high-priority leads needing follow-up today.

Lead Management

Capture and qualify leads effectively. Track every lead from first touch to conversion.

➕ Add New Lead
All Leads (9,842)
Name Company Score Status Owner
JS
Jane Smith
jane@acme.com
Acme Corp 94 ● Qualified Sarah M.
MR
Mark Rodriguez
mark@techco.io
TechCo 72 ● Hot John R.
EC
Emily Chen
emily@startup.co
StartupXYZ 58 ● New Emily C.
RK
Raj Kumar
raj@global.com
Global Inc. 81 ● Contacted Raj K.
LP
Lisa Park
lisa@ventures.io
Ventures IO 34 ● Cold Sarah M.

AI-Powered Lead Scoring

Prioritize leads based on real engagement and behavior. Freddy AI assigns intelligent scores so your team focuses on what converts.

🌐
Website Visits
Pages viewed, time on site, return visits
+25
📧
Email Interaction
Opens, clicks, replies to your campaigns
+20
📋
Activity History
Calls, meetings, form submissions logged
+18
🔥
Engagement Level
Overall depth of engagement across channels
+22
🎯
Score Value
Final composite score from 0–100
Total
🤖 Freddy AI · Live Lead Scores
Jane Smith
Acme Corp · VP of Sales
94
Website
Email
Activity
Engagement
Raj Kumar
Global Inc. · Director
81
Website
Email
Activity
Engagement
Key Differentiator: Freshsales Lead Scoring is powered by Freddy AI — it learns from your CRM data and automatically re-scores leads as their behavior changes in real time.

Deal Management

Track sales opportunities from start to close. Never lose sight of a deal's progress.

➕ Create New Deal
📋 Active Deals
E
EnterpriseCo Platform
Negotiation · Closes Apr 15
$120K
85% likely
G
Global Inc Annual
Proposal Sent · Closes Apr 30
$88K
62% likely
S
StartupXYZ Scale Plan
Qualified · Closes May 10
$45K
70% likely
F
FastGrowth Pro License
Contacted · Closes May 20
$38K
45% likely
Pipeline: $291K total 342 deals active 31% win rate

Visual Sales Pipeline

Drag-and-drop deals through your pipeline stages. See exactly where every deal stands at a glance.

New Lead
3 deals$26K
Acme Corp Starter
Jane Smith
$12,000
SM
Sarah M.
TechStart Intro
Mark R.
$8,000
JR
John R.
Contacted
4 deals$62K
Global Inc Annual
Raj Kumar
$24,000
RK
Raj K.
FastGrowth Pro
Lisa Park
$18,000
EC
Emily C.
Qualified
2 deals$65K
StartupXYZ Scale
Emily Chen
$45,000
EC
Emily C.
Proposal Sent
2 deals$108K
EnterpriseCo Q2
James Wilson
$88,000
SM
Sarah M.
Negotiation
1 deal$120K
EnterpriseCo Platform
Sarah Mitchell
$120,000
SM
Sarah M.
Closed Won ✓
5 deals$248K
MegaDeal Premium
Michael Scott
$88,000 ✓
JR
John R.
Closed Lost
2 deals$22K
SMB Basic
LocalBiz Co.
$10,000 ✗
RK
Raj K.

Sales Activities

Log and track every sales touchpoint. Calls, emails, meetings, tasks — all in one timeline.

📞
Calls
1,284
Logged this month
✉️
Emails
4,821
Sent & tracked
📅
Meetings
342
Scheduled & completed
Tasks
918
Completed on time
🔔
Follow-ups
576
Auto-reminders sent
🕒 Recent Activity Timeline
📞
Called Jane Smith — Acme Corp
Duration: 18 min · Outcome: Follow-up scheduled · High Interest
2h ago
✉️
Email sent to Raj Kumar — Global Inc.
Proposal deck attached · Opened 3 times · Clicked pricing link
4h ago
📅
Meeting completed — EnterpriseCo Demo
45 min product demo · Decision maker present · Deal moved to Negotiation
Yesterday
Task completed — Send contract to StartupXYZ
Contract signed · Deal closed won · $45K revenue
2 days ago

Sales Automation

Automate repetitive sales tasks so your team spends more time selling and less time on admin.

👤
Auto Lead Assignment
Instantly assign leads to the right rep based on rules, territory, or round-robin
🔔
Follow-up Reminders
Auto-trigger reminders when deals go stale or follow-up dates pass
Workflow Automation
Build multi-step workflows triggered by deal stage, lead score, or activity
📧
Email Sequences
Send the right email at the right moment — automatically, at scale
Task Creation
Auto-create tasks and to-dos when deals move stages or triggers fire
⚡ Active Workflow: New Lead Nurture Sequence
🎯
Trigger
New Lead Created · Source = Web
👤
Action
Auto-assign to Sales Rep (Round Robin)
📧
Action
Send Welcome Email Sequence
🔍
Condition
Lead Score > 60?
↓ Yes
Action
Create Follow-up Task (2 days)
Runs: 3,214 times Avg: 1.4 days ● Active

Sales Reports

Measure what matters. Gain deep insights into deal performance, conversions, funnel health, and revenue forecasts.

📈
Deal Performance
Won vs. Lost · Last 6 months
Oct
Nov
Dec
Jan
Feb
Mar
$1.6M
Revenue Won
+28%
vs Last Qtr
138
Deals Closed
🎯
Conversion Rates
Lead-to-close funnel
Leads
Contacted
Qualified
Proposal
Won
31.4%
Win Rate
3,090
Converted
11 days
Avg Cycle
🏆
Sales Funnel Analysis
Stage-by-stage breakdown
New Lead 9,842
Contacted 6,182
Qualified 3,640
Proposal 1,820
Closed Won 572
💰
Revenue Forecast
Q2 2026 projection
Apr
May
Jun
$2.2M
Q2 Forecast
91%
Quota
$3.6M
Pipeline
Pipedrive CRM

Visualize Your Sales Pipeline and Close Deals Faster

Track deals, manage sales activities, and focus on what matters most — closing opportunities

Try it free Contact sales
app.pipedrive.com/pipeline/deals
🅿
💼
👥
📅
📈
⚙️
📊 Sales Pipeline
Qualified
Acme Corp
$12K
TechStart
$8K
Contact Made
Global Inc
$24K
Proposal
EnterpriseCo
$120K
Negotiation
MegaDeal
$88K
Won ✓
FastGrowth
$45K

Pipeline Overview

Real-time metrics across your entire sales operation — deals, revenue, activities and team performance.

💼
284
Total Deals
↑ 12.4% this month
67
Deals Won
↑ 8.1% vs last month
23
Deals Lost
↑ 2.3% this month
💰
$3.2M
Revenue
↑ 19.7% vs last quarter
🎯
23.6%
Conversion Rate
↔ Steady
📈
Deal Progress
+18 deals
moved to next stage this week
📞
Top Sales Activity
142 calls
made by your team this week
🏥
Pipeline Health
87 / 100
3 at-risk deals need attention
🔄
Recent Deals
12 updated
in the last 24 hours

Deal Management

Track every deal visually across pipeline stages. In Pipedrive, deals are your core focus.

➕ Add New Deal
All Deals (284)
Deal Organization Value Stage Status Owner
EnterpriseCo Platform EnterpriseCo $120K Negotiation ● Open
SM
Sarah M.
Global Inc Annual Global Inc $88K Proposal Made ● Open
JR
John R.
StartupXYZ Scale StartupXYZ $45K Qualified ● Won
EC
Emily C.
FastGrowth Pro FastGrowth Ltd $38K Contact Made ● Open
RK
Raj K.
BlueStar Partnership BlueStar Inc $22K Lead In ● Lost
SM
Sarah M.

Sales Pipeline

Visualize every deal across pipeline stages — drag, drop and close deals faster with the classic Pipedrive kanban board.

Lead In 3 · $72K
BlueStar Partnership
BlueStar Inc · Sarah M.
NexusCorp Starter
Nexus Corp · Raj K.
Horizon Digital
Horizon Ltd · John R.
Contact Made 2 · $58K
FastGrowth Pro
FastGrowth Ltd · Raj K.
TechVision Basic
TechVision · Emily C.
Qualified 2 · $83K
StartupXYZ Scale
StartupXYZ · Emily C.
GrowthCo Annual
GrowthCo · Sarah M.
Proposal Made 2 · $128K
Global Inc Annual
Global Inc · John R.
Acme Corp Suite
Acme Corp · Sarah M.
Negotiation 1 · $120K
EnterpriseCo Platform
EnterpriseCo · Sarah M.
Won ✓ 2 · $133K
MegaDeal Premium
MegaDeal Inc · John R.
StartupXYZ Scale
StartupXYZ · Emily C.
Lost ✗ 1 · $22K
BlueStar Partnership
BlueStar Inc · Sarah M.

Contact Management

Manage people and organizations linked to deals. Keep every relationship organized and actionable.

➕ Add New Contact
All Contacts (8,420)
NameOrganizationEmailPhoneOwner
JS
Jane Smith
Acme Corp jane@acme.com +1 (555) 110-2200 Sarah M.
MR
Mark Rodriguez
Global Inc mark@globalinc.com +1 (555) 220-4400 John R.
EC
Emily Chen
StartupXYZ emily@startupxyz.io +1 (555) 330-6600 Emily C.
RK
Raj Kumar
FastGrowth raj@fastgrowth.com +1 (555) 440-8800 Raj K.
LP
Lisa Park
BlueStar Inc lisa@bluestar.com +1 (555) 550-9900 Sarah M.

Activity Management

Stay on top of every task and follow-up. Schedule calls, meetings, emails and reminders tied to deals.

📞
Calls
142 this week
📅
Meetings
38 scheduled
📧
Emails
287 sent
Tasks
64 completed
🔔
Reminders
12 pending
📋 Upcoming Activities
Activity Deal Due Owner Status
📞 Discovery Call EnterpriseCo Platform Today, 2:00 PM Sarah M. ● Upcoming
📅 Product Demo Global Inc Annual Tomorrow, 10:00 AM John R. ● Upcoming
📧 Follow-up Email FastGrowth Pro Mar 22, 9:00 AM Raj K. ● Done
✅ Send Proposal Acme Corp Suite Mar 23, 3:00 PM Sarah M. ● Upcoming

Sales Insights

Deep visibility into every aspect of your sales performance — conversion, pipeline, activities, revenue and forecasts.

🎯
Deal Conversion
Win rate by stage
Lead In → Contact Made78%
Contact → Qualified61%
Qualified → Proposal54%
Proposal → Won38%
🔁
Pipeline Analysis
Value by stage
Lead In$72K
Contact Made$58K
Qualified$83K
Proposal Made$128K
Negotiation$120K
Total Pipeline: $461K
📞
Activity Performance
Team output this week
Calls Made142
Meetings Held38
Emails Sent287
Tasks Done64
💰
Revenue & Forecast
Q2 2026 projection
Apr
May
Jun
$3.2M
Revenue
88%
Quota
$4.1M
Forecast
🔮
Forecast Reports
Predicted outcomes by rep
SM
Sarah M.
$210K
JR
John R.
$148K
EC
Emily C.
$103K

Sales Automation

Automate deal movements, activity reminders and follow-ups so your team can focus on closing.

🔄
Auto Stage Movement
Automatically move deals to the next pipeline stage when specific conditions are met — no manual updates needed.
Active
🔔
Activity Reminders
Auto-create follow-up tasks and send reminders when deals become inactive or an activity deadline approaches.
Active
Workflow Triggers
Set up trigger-based workflows — when a deal is won, auto-send a thank-you email and create an onboarding task.
6 Workflows
📧
Follow-up Automation
Schedule automated email sequences for cold leads, demo follow-ups, and post-meeting summaries.
Active