Companies and contacts looked up by tax code, leads by status and source, deals by stage with documents, comments and price history, tasks with reminders for every owner. EWISE CRM brings the whole sales process into one place.
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Every step of the sales process has its own module, and data flows straight from one step to the next.
Customer directory by tax code, contact persons and job titles; import from Excel, look up business details.
Prospects by status, source and next activity; every lead has an owner.
Opportunities by stage and type, expected revenue, submitted/approved documents, comments with user tags.
Service price lists effective over time and the price history applied to each deal.
Tasks linked to leads/deals with due dates and owners; due tasks pop up in the notification bell.
Leads and deals by stage, expected revenue, win rate by month and by salesperson.
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