The new CRM: leads through to quotes
All stages of sales in a single flow
Discover new potential customers, convert them into opportunities, and send quotes to win deals, all connected through sufly CRM. Now, the disconnected sales management that was bouncing between spreadsheets and messengers ends on a single screen.
What's New
Lead → Opportunity → Project, a seamless pipeline
- Manage leads, opportunities, companies, and contacts in a 3-panel view, all at a glance.
- Drag items in the 6-step sales pipeline on a Kanban board and handle won/lost deals directly.
- Won opportunities can be converted to projects with a single click, seamlessly leading to execution.
AI-assisted lead scoring and nurturing
- Automated evaluation of ICP (Ideal Customer Profile): Score the suitability of leads based on corporate information (integrated with DART) and AI analysis, along with suggested rationale and sales questions.
- AI nurturing: Generate custom questions for clients and refine evaluations based on their responses.
Creating, sending, and tracking estimates
- Quickly generate estimates with a real-time estimate builder, based on a pricing catalog, and
- Send PDFs and manage versions, keeping a clean record of negotiation history.
360-Degree View of Clients
- Consolidate a client's brand, contacts, and transaction history into a single view, merging duplicate data for a clean database.
Overview
| Area | Provided Features |
|---|---|
| Lead Management | Integrated lead intake, 3-panel management, opportunity conversion |
| Pipeline | 6-step Kanban, win/lost processing |
| AI | Automated ICP evaluation, AI nurturing |
| Estimates | Real-time builder, PDF, version management |
| Clients | 360-degree view, merging, contact management |
To enable sales teams to close more deals with fewer clicks, sufly CRM continues to evolve. Stay tuned for the next update.