Sales & CRM

Managing the sales pipeline well is key for feeling more organized and being in control of your organization’s sales figures. On the other hand, generating and prospecting leads is a critical activity that needs to be given a high priority. CorporateStack will help your organization improve its performance in each area of its sales cycle .

CorporateStack CRM is built to accomodate organizations with different needs to help them operate their business effectively. You can create multiple teams and separate them from each other. This enables organizations to use CorporateStack for different business lines and different sales departments within the same organization.

Managing your opportunities and proposals have never been easier. Create your complex quotations in few minutes with your defined templates that save tremendous amount of effort and time.

Managing and qualifying leads made easy with the Lead Scoring feature that allows you classify your leads based on defined criteria.

Maintain your customers' information including their opportunities and the key contacts, documents, notes, and tasks.

Create sales orders, invoices, and keep track of payments. Set actions and reminders to track your payment in a timely manner.

Collaborate with your sales team by sharing, commenting and setting actions that are linked to their To-Do list automatically.