Sales CRM

With ProjX360 Sales CRM you and your team will be able to easily manage and track your entire sales pipeline which will allow you to close more deals efficiently. ProjX360’s Sales CRM makes creating and working with deals as easy as possible which allows your team more time to sell.

Sales CRM

Monitor your deal activity to know exactly where each is in your sales process and what percentage of chance each has to close. Keep track of your team’s efforts towards closing a deal and everything else that impacts your sales process.

Standardize your sales process with customizable deal templates you create for your team to follow. Create tasks and events for individual deals with ProjX360’s Sales CRM to keep the most value added activities front and center.


It’s important to know where your best leads come from, with ProjX360’s lead management you can tag individual deals with where they came from, so you can see the best channels for your company’s sales process. You can also monitor your leads through the sales process with our customizable status tracking. Know where each lead is in that process and make sure it is being moved through properly.

Sales CRM


Sales CRM

ProjX360’s Sales CRM reporting provides insight at all times what is in each person’s pipeline, the percentage of chance each deal has to close and its value. You can monitor each sales person’s performance to know who is producing and who isn’t. You will also know which of your marketing efforts are working by knowing where your leads are coming from to make sure you are getting the most out of your marketing dollars. These features and many more will help you streamline your sales process and close more deals, making your company more money.

 
Sales CRM Settings

Sales CRM Settings

 
Sales CRM

Sales CRM