Sales pipeline management
Something like pipedrive.com that integrates with RS. I would love to be able to see where exactly a deal is in our pipeline. Has the prospect been contacted? Meeting set? Proposal sent? Follow up made? Sale closed? Onboarding process? All questions that need to be tracked and reported on.
11
votes
Steven Elkins
shared this idea
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david
commented
Other tools like RS are beginning to integrate more CRM functionality. It would be great to have that as part of RS, but barring that an integration with a tool like Insightly or ZohoCRM would be awesome!