Retainer renewals
Each retainer is a deal with a renewal date; a rule-based automation creates a follow-up task before it expires. Set up for sales teams in Norvegia, with pipelines, custom fields and reports for the sector.
CRM for B2B sales teams in services, in Norvegia: deal pipeline with weighted value, leads, numbered quotes, activities and rule-based automations — a web alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans by number of users.
Each retainer is a deal with a renewal date; a rule-based automation creates a follow-up task before it expires. Set up for sales teams in Norvegia, with pipelines, custom fields and reports for the sector.
See every owner's open deals and their weighted value, so the team does not promise more than it can deliver. Set up for sales teams in Norvegia, with pipelines, custom fields and reports for the sector.
Each proposal is a numbered quote document linked to the opportunity, with status and follow-up activities. Set up for sales teams in Norvegia, with pipelines, custom fields and reports for the sector.
A separate pipeline for additional services to existing clients, with goals to track the results. Set up for sales teams in Norvegia, with pipelines, custom fields and reports for the sector.
Scoring rules highlight the clients with the most expansion potential, based on the criteria you set. Set up for sales teams in Norvegia, with pipelines, custom fields and reports for the sector.