SCALERP
SCALERP guides
CRM and sales monitoring
Prospects, follow-ups and customer relations.
Guides in this category
Track prospects and follow-ups in the CRM
Organize commercial opportunities and find your team's next actions.
Move a deal through the pipeline
Find the deal by customer and title on the board.
Schedule a sales follow-up
Choose the lead or contact in CRM follow-ups.
Convert a lead into a customer
Find the lead by contact details and check for an existing customer at the same business.
Prepare a CRM proposal
Open CRM proposals and select a template for the lead.