Engage Prospective
Partners
Connect with more prospects by saving time on routine tasks
Prioritize your day with dynamic filters that speed up productivity
Manage opportunities in the CRM system by adding a potential partner to your pipeline, including contact relationship details, communications, and activities
Build Targeted
Deals
Manage your day effectively using the intuitive sales tracking pipeline on the homepage and in-depth prospect information in one simple view on the contact record
Quickly build out a new proposal or copy a previous one to hold the inventory once a new lead is qualified
Assemble deals, build contracts, and track execution with intuitive inventory tracking capabilities
Manage Inventory
& Contracts
Monitor sales performance to track what inventory is in demand and what needs a boost, then strategically adjust the pricing accordingly
Manage your inventory limits to avoid overselling and keep a close eye on your availability
Efficiently manage contract terms, specific notes, inventory units sold, and revenue in one view
