CRM to manage sales leads and opportunities. It can track communication with prospects and suggest which customers should be targeted for certain promotions or cross-sell opportunities. More robust CRM modules may support customer segmentation (enabling more targeted marketing) and advanced contact managers and reporting tools.

1. Stay on top of your day's activities

Plan your work day to stay on top of your day's activities. Whether it's talking to a customer, negotiating a deal, or sending out an email, get an overview of all your upcoming activities. Be well-prepared and informed, and improve your sales conversion rate. Set reminders for scheduled activities to know what's coming next, and to never let opportunities fall through the cracks.

2. Get the most out of your day

Check the most efficient sales route to navigate to your customer's location. Check in at the client's location to record your visits and maximize selling time on the road.

3. Set up your pipeline stages

Your pipeline is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals.

4. Track communications

Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule.