Easily monitor your pipelines, targets, and team performance, ensuring you stay on top of your goals and progress.
Gain deeper insights with advanced CRM features like customizable dashboards that provide real-me reports on deal progress, sales figures, and team performance at a glance.
Set deal values and close probabilities, then use detailed reports to compare forecasted vs. actual sales and break down forecasts by month, sales rep, and more for precise tracking.
View all team activities—such as calls and meetings—in one location to monitor performance, assess capacity, and effectively plan future actions.
Track your team's progress over time by managing quotas, monitoring individual and team accomplishments, and setting specific goals for members or the entire group.
Effortlessly connect and organize all your new and existing data
in one unified CRM platform for seamless access and
management.
Quickly transfer existing leads, contacts, and accounts from Excel
or through an API into Geetle CRM, enhancing your system's
functionality.
Get notified when duplicate leads or accounts are detected and
seamlessly merge them to maintain clean, organized data.
Capture leads effortlessly by integrating with your existing tools,
embedding forms on your website, or manually adding them
during outreach
Manage your business operations and client
communication on the go, with full access to your CRM
from any location and time.
Effortlessly log calls with an automatedc summary
screen that offers prebuilt quick response options,
streamlining post-call actions.
Stay up to date no matter where you are, with instant
access to past emails and activities directly from your
phone.
Manage your contacts on the go and send emails from
anywhere, helping you close deals faster and keep
business moving.
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