Unlock Efficiency & Transform
Your Sales Workflow
Empower your sales team to focus on what matters most – closing deals. NotchCRM streamlines your sales pipeline
Easily manage transitions involved in the financial execution of sales
Streamline pipeline by automating tasks and updating leads
NotchCRM eliminates the tedious and time-consuming process of manual data entry. As your deals progress through the pipeline, automatically assign tasks to the relevant team members and update lead information in real-time. This gives you a clear and comprehensive view of your entire sales pipeline, allowing you to identify bottlenecks, track progress, and make data-driven decisions to optimize your sales strategy.
Stay focused and on track with intelligent guidance
Never get lost in the sales process again. NotchCRM provides intelligent “next step” suggestions based on the current stage of each deal. This prompts your salespeople with the most effective action to take, whether it’s contacting a lead, scheduling a meeting, sending a proposal, or anything else required to move the deal forward. This keeps your team focused, efficient, and less likely to miss critical steps that could stall progress.
Manage recurring deals with ease.
NotchCRM makes it simple to manage recurring revenue models, unlike traditional workflow systems that require manual creation of new deals after a recurring one closes. With NotchCRM, this process is automated, saving your team time and ensuring a seamless flow for recurring revenue streams.
Go beyond streamlining workflow to unlocking higher sales productivity
- Unified Sales Process: Manage everything from lead generation and opportunity management to quoting, sales forecasting, order fulfillment, and commission tracking – all within a single platform.
- Real-Time Visibility: Gain timely insights into your pipeline and forecasts, enabling you to make data-driven decisions and improve sales predictability.
- Improved Customer Relationships: Develop stronger customer relationships by having a complete customer view, encompassing sales interactions, support cases, and financial transactions.
- Efficient Account Management: Get a holistic view of all accounts and their contacts, along with related activities, on a single, user-friendly dashboard.
Focus on Convenience
Skip the software switch-up! NotchCRM seamlessly integrates with Gmail, WhatsApp, Outlook, and Office 365 for Windows. Enroll contacts in sequences directly from your familiar inbox – no need to learn a new tool.
