Analyse sales
Use people, companies and deals as data sources. Build analyses that connect CRM information with other sources.
See CRM data sourcesCRM · Keix
Follow opportunities.
Understand the potential.
Organise people and companies, follow deals and prepare quotations. Notes, tasks and reminders connect customer context to the next step, with Agatha alongside you.
A relationship is more than a name and an email.
Bring person and company information together. Organise contacts in lists to find the right people and connect activities to their context.
- Connected person and company records.
- Lists to organise contacts and activities.
- Information you can reuse in analyses.
Notes move the work forward.
Every relationship has a history and a next step. The Notes module brings conversations, activities, tasks and reminders together, from contact context to your team’s daily work.
Notes and history
Record calls, meetings, memos and follow-ups on the contact record. Workflows can also create notes, leaving a CRM record of process steps.
With Agatha
Customer context, ready for Agatha.
Ask for a contact recap, read or update a note and prepare a personal task. Agatha helps connect what you know, the work ahead and the deadlines you choose.
Meet Agatha“Summarise this customer’s notes and prepare a follow-up task with a reminder.”
A recap and a next step linked to the same contact. Set the deadline and reminder time in your request.
From a sales conversation to a proposal.
Commercial notes keep deal context, stage and value together. Activities and tasks organise the next steps; when the time comes, prepare the quotation in the same environment.
- Configurable pipeline stages.
- Won and lost opportunities.
- Quotation management in the platform.
From a segment to the work ahead.
Organise contacts in lists and sub-lists, then follow each person in the members view. Table and board views help you read journey stages and identify who needs the next step.
- Static lists for a defined group.
- Dynamic lists for criteria-based segments.
- Connected overview, communications and activities.
The value goes beyond contact records.
Collect new information
Add surveys and responses to contact data. Start with Survey Wizard to build a feedback collection.
Explore Survey WizardConnect activities
Use lists, communications and workflows to organise process steps. Channels and allowances are defined by your plan.
Explore automationA closer look at your sales process.
In the demo, we’ll start with the contacts, stages and information you need. If you already use a CRM, we’ll also assess how to connect data from your existing tools.