Lead: someone who has shown interest in your business (submitted a form, called, emailed). Pipeline: a visual board showing where each lead is in your sales process. Stage: a step in your pipeline (New, Contacted, Estimated, Won, Lost). Conversion rate: the percentage of leads that become customers.
Auto-response: an automatic email sent to a lead the moment they inquire. Follow-up nudge: a reminder to contact a lead that has been waiting too long. Workflow: an automated sequence of actions triggered by an event. Lead source: where the lead came from (Google, referral, website).
Per-seat pricing: charging per user who accesses the CRM. Flat-rate pricing: one price regardless of how many users. Pipeline stages: the columns in your sales board. White-label: using your own branding on the CRM instead of the provider's. CSV: a spreadsheet file format used for importing and exporting data.
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