Sales CRM Dashboard

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Sales CRM Opportunity
Sales CRM Clients
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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 opportunities efficiently. ProjX360’s Sales CRM makes creating and working with clients and opportunities easy which allows your team more time to sell.

Features

  • Monitor your sales opportunities to know exactly where they are in your sales process and the percentage of chance to close.
  • Know the dollar value of what is in your sales pipeline.
  • Standardize your sales process with customizable templates you create for your sales team to follow.
  • Create activities during the sales process so things don’t get missed or forgotten.
  • Create sources so you can track where your opportunities are coming from to maximize your marketing efforts.
  • Monitor your leads through the sales process with our customizable status tracking.
  • Our customizable Sales CRM reporting provides insight at all times of what is in your pipeline.
  • Track each salesperson’s performance to know who is producing and who isn’t.