CRM – Sales Funnel Management

Business Manager 365 Sales Funnel Management tracks all active proposals on a 30-day, 60-day, and 90-day funnel by default. If you are tracking prospects on a longer timeline, Business Manager 365 CRM will track those also. In these cases, they will not show up until they are 90 days out. 

Individual salespeople can’t review the funnels of others without the proper permissions, but sales managers can see and review funnels for all salespeople assigned to them.

Customer Relationship Management Module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

AC repair technician using Business Manager 365 on a tablet