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Sales CRM

Willowmere Point Sales Team

Any businessIntakeBookingsEvery front door, one tableLinks to anything

Yara Szabo manages a five-rep team at Willowmere Point Sales Team that sells fleet tracking to local trade companies, and she uses a demo booking page so each new prospect gets a meeting on the calendar and, in time, a first deal on the books.

What it makes

  • 4 tables
  • 6 views
  • 1 form
  • 1 set of dimensions
  • 1 digest
  • 1 booking page
  • 1 dashboard
  • 2 stage rule sets
  • 1 notification
  • 1 agent
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