CRM
Manage companies, contacts and sales opportunities. Record what was agreed during each conversation and when to follow up, then use the board to see each deal's stage.
These features are available in the CRM module.
The company and the people you talk to
A company record brings together its details, related contacts and sales opportunities. Store each contact's job title, email and phone number. You can also keep contacts that are not linked to a company.
Set an owner, contact source and areas of interest for each sales opportunity. Conversation history stays with the opportunity, so the team can revisit earlier agreements.
Sales opportunities in a table and on a board
Each opportunity has a deal name, maximum value, stage and likelihood of closing. Adapt stages, contact sources and rating scales to your sales process.
Search and filter opportunities in the table. On the board, columns represent stages, while cards show the company, contact, amount and owner. You can also see whether a follow-up is planned.
- The number of opportunities and their total value at each stage.
- The date of the next planned activity for each opportunity.
- Access to notes and contacts from the deal card.
Calls, meetings and follow-ups
Record a call, meeting, demo or email as an activity with a date, time and note. Mark it as planned, in progress, completed, postponed or cancelled.
The calendar brings activity dates together. The opportunity keeps a contact history with agreements and next steps. Change activity types and statuses in CRM settings.
Offers close at hand
Create an offer catalogue with names, descriptions and prices. Link offers to sales opportunities to keep a record of the proposed scope and value.
Message and call templates
Prepare templates for emails, text messages and call scripts. The selected template fills in contact, company and deal details. Edit the text before using it.
Copy the prepared message, or open an email in your mail application with the recipient, subject and body filled in.
Sales in numbers
Statistics show the number and value of opportunities at each stage, plus recorded activities by type. Choose a period: 7, 30 or 90 days, or the full history.
Values refer to sales opportunities. The activity report includes planned activities.
See say.work in action.
Choose the modules you want to explore in a 30-minute demo.