Take a proactive approach to closing more deals. Get notified the moment a lead goes quiet — before it turns into a lost opportunity.
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Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.
Generate reports and have clear view of everything. Keep track of income vs. expenses and lead conversions. Knowledge base report included.
Create good looking proposals and impress your potential clientes or customers. Include images, tables, items, youtube videos, with the powerful editor.
Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files.
Use the goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
Create estimates within minutes. Send to your customers and wait them to accept. Ability to auto convert the estimate to invoice after the customer accepts.
Have clear view off all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders.
Manage every client pipeline separately, and know instantly when an account has gone quiet.
Run your whole sales process solo, without losing track of who you promised a follow-up.
Give every rep visibility into their own pipeline, and give you visibility into all of them.
Book a demo and see Jamgab working with your own pipeline.