This Dashboard is designed to help you manage your sales process efficiently. It consists of the Client Directory, the Deal Pipeline, Client actions, Client meeting as well as a Client Portal with details on each company within. ****Each database is interconnected, allowing you to track your information seamlessly.
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Client Directory is your central hub for managing client information. This database allows you to keep track of all your clients and their relevant details in one place.
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The Deal Pipeline helps you manage and track the progress of your deals and projects. It provides a clear overview of where each deal stands in your sales process. When a deal has been Closed - then you can add the ‘actual’ final payment into the database - this is different to the potential value.
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The Client Actions database is designed to track specific actions you need to take regarding your clients and deals. It helps ensure that important tasks are completed on time.
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The meetings that are with clients only
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