Get a real grasp for what's happening in your sales funnel.
 | Configurable dashboardsWhenever you need to talk to a contact, make sure you start from the timeline. Here you can see all sales, quotes, notes, updates and other information that will help you make the most from the call. Once you're done you can schedule the next meeting, create or edit a quote or go all the way through to allocate payment. Sales funnel reportingTrack contacts through Suspect, Prospect, Lead to Customer with powerful on-screen reminders to ensure that you keep in touch with the most important contacts regularly. Contact status trendingHow fast are contacts moving through your pipeline? Where are they dropping out? How long are your sales staff taking with each? Lead source reportingWhere did your contacts come from? Use Brightpearl to track all your marketing lead sources, and report on these all the way down to Profit and Loss without needing to do any manual work at all. Your CRM is the same system as your quotes, sales and accounting. |
