Wellknot | Basic
Customer relationship management (CRM)
Customer relationship management
1 Automatically track and evaluate opportunities on your CRM
From your CRM, you can get an up-to-date overview of your pipeline in a clear, easy-to-use dashboard. Additionally, you can track your opportunities, manage your sales teams and sales channels. In other words, keep your work running smoothly in just a few clicks.
2 Opt for a better way of working
Start making your work better and easier with Wellknot by getting all the information you need, right on the opportunity. Also, by planning activities based on your sales scripts (calls, meetings, mailings and quotes).
3 Ensure better communication with your teams and partners
Always be in direct contact with your teams and partners and share your ideas and documents in real time. And not only that, you can consult chat and email histories so as not to miss good deals.
4 Get an overview through your CRM
Create and customize your dashboards to gain important insights and clear insight into your sales, processes, performance and business opportunities.
5 Facilitate the integration of your CRM
You can automatically prioritize your analytical accounts based on projects and departments, integrate analytical entries based on timesheets, invoices, etc. Also the ability to get clear reports on your analytical accounts with hierarchy and subtotals.