Each salesperson’s pipeline
Deal counts and values show how opportunities are distributed across the sales team.
CRM
Track your customers, prospects, and deals in one place
A sales pipeline that fits your process
Contacts, companies and sales opportunities share one workspace. Each deal has a stage, value and person responsible for follow-up. Start with a CRM example, then adapt its stages, fields and reminders to the way your team sells.
Keep the details of each deal together
The customer, proposed offer and next action stay with the deal. Your team uses that information to review the pipeline, revise a proposal or prepare the next conversation.
Pipeline value by stage
Deal values are grouped by discovery, proposal and negotiation stages in your pipeline.
Plan your next follow-up
Set a reminder on the account so you know when to follow up.
Compare options for your proposal
Review possible changes to your offer before responding to the customer.
The offer linked to the deal
Check products, services, and prices alongside the opportunity your team is managing.
Coordinate follow-ups across your sales team
Opportunity owners, progress and due actions are visible across the team. The original enquiry and current proposal stay with the deal, giving a colleague the context needed to take over.
Track progress through your sales stages
See how many opportunities are at each stage of your sales process.
Assign the next action
Give each follow-up task an owner and a deadline on the deal.
Keep the original enquiry
Link the customer’s first message to the opportunity for easy reference later.
Check when an offer expires
See the proposal’s expiry date and who should follow up with the customer.
Follow each deal from first contact to acceptance
Keep the customer, proposal, and next actions together throughout your sales process.
How teams manage their sales in Enobase
Keep customer context and follow-up clear for the whole team.
Give your team a shared view of sales
Manage relationships, offers, and follow-ups in a CRM that fits your process.
Questions about CRM
The CRM brings together contact and company details, potential deals, proposed amounts, sales stages and follow-up tasks. Conversations and quotes can be linked to the customer or opportunity to explain the relationship.
See how your team could manage sales in Enobase
Bring an example of your sales process to a 30-minute demo. Explore contacts, pipeline stages, and follow-up tasks adapted to your team.
