Modules / Sales
Sales
Pipeline, deals and activity from your CRM in one live view.
Free for a month. Cancel any time.
What it does
HubSpot, Pipedrive or Salesforce, connected once. Pipeline and win rates across the whole team, deal and activity trends week by week, revenue against targets.
The forecast is built from your own closed deals. A weekly report goes out by e-mail.
What it covers
- Pipeline
- Win rates
- Deal velocity
- Activity tracking
- Revenue & targets
- Forecasting
- Weekly report by e-mail
- Custom KPIs
- AI sales analyst
Connects to
Pick your system at sign-up. Netvisor is live the same day with a partner key. The rest are set up with our team. The whole catalog lists 188 systems.
Other modules
Start with Sales.
Sign in with Microsoft or Google. Your workspace is ready the same day. Free for a month.