Your business starts with chasing a lead, it might be just a name and a phone number, but tracking and working of those leads are critical to success. Propel is designed to help get rid of the white boards, desk calendars, spreadsheets, sticky notes, or the need to jump through multiple applications.
Every step of a customer's lifecycle can be managed in Propel. We can capture leads directly coming in from your website, categorize them by marketing campaign to track effectiveness, and put them on a visual dashboard. Manage the leads through the sales cycle by attaching notes, tracking activities such as meetings and follow up phone calls, send proposals directly from Propel. When the job is won, convert them to a customer with a click, no double entry from another CRM or spreadsheet!