Create your Plays within Playbook

Oh yeah! The function that we always wanted our Playbook to deliver from way long back (among others). For years. We had always wanted to provide a mechanism to all our Sales brothers and sisters wherein a play for any given situation could be found within the CRM itself. With the help of Scripts, Collaterals,... Continue Reading →

Checklists help define Sales Process

We've just released a new feature we call "Checklists". Checklists can be defined from Settings - Checklists. What is a Checklist A checklist is a set of sub steps that define how a Deal moves within a Stage and to the next Stage or Pipeline. For e.g., let's say there is a STAGE called DRIP... Continue Reading →

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