Sufly CRM has added sales intelligence and financial forecasting. Start data-driven sales with the sales dashboard, cash flow forecasting, daily sales workspace, and AI-powered knowledge base search.
Selling with Data, Not Gut Feelings Beyond managing leads and opportunities, now you can read sales in numbers. See where revenue is generated, how much cash will come in next month, and what you should start with today, all in one screen. What's New Sales Pipeline Dashboard View stage-by-stage conversions and trends using interactive charts , and track status against goals and success rates. Narrow analysis focus with a toggle to view only converted leads. Financial Forecasting Simulate revenue targets, cash flow , expenses, and cash reserves to anticipate next quarter. Break down collections into down payments, interim payments, and balances for precise monthly financial flow. Daily Sales Workspace Quickly start your day with a 3-panel workspace for handling leads and activities all at once, and AI daily summary . Turning Sales Knowledge into Assets Aggregate your team's sales know-how into a knowledge base , and retrieve it using AI search when needed. Project outputs can be managed in version and approval history as an asset bundle . Overview When data is visible, decisions are made faster. Try estimating next quarter's revenue today.