Teamwork CRM lets you split leads and opportunities into separate pipelines, giving you greater visibility and control over your sales process.
Chrissy Zehr, Vice President of Operations
No more trying to keep track of your sales across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — with a seamless sales handover via project creation in Teamwork.
With one place to track sales activities from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle.
With your deals separated into leads and opportunities, you can create a results-focused pipeline that enables you to easily identify your high value deals, helping you to conduct more accurate forecasting for projected revenue. With increased visibility comes increased revenue.
Here’s how Teamwork CRM can help you organize your process, manage your pipeline, report on what matters, and grow your bottom line.
Set up CRM with custom fields, lead and opportunity
pipelines, and stages that map to your sales process.
Apply rotting periods and probability settings for deals to make your forecast as accurate as possible. Set your team up with a well defined sales process that maps to how you work, keeps your deals and your team organized, and makes sure nothing falls through the cracks.
Manage, control, and iterate on your sales process.
Ensure deals do not go unworked with our rotting solution. Easily identify bottlenecks in your pipelines via our velocity reports.
Use these insights to improve your sales process so it is as effective as possible, making the most out of every deal your sales team is working.
Track key sales data to build an in-depth understanding of your sales teams performance, both as a whole and individually.
Stay informed on your overall progress and accurately forecast your revenue.
Deliver a smooth internal client handover by creating a project in Teamwork from directly within your deals in Teamwork CRM.
A good handover ensures that the sales and delivery teams are always aligned with the customer’s goals.
Join teams all over the world increasing their productivity with Teamwork
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