Sales

Log opportunities on the fly and close deals faster with simple, intuitive solutions built to accelerate your pipeline.

Easily adapt your sales stages and visualize your pipeline in a snap
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Simplify
Your Pipeline

Enjoy our lightweight twist on the rigid, cumbersome Sales CRM systems of the past. Easily adapt your sales stages and visualize your pipeline in a snap, from first contact to closing.

Install
Seamless Sales Operations

Build that perfect sales machine, elevate your sales operation, and analyze and unite every process your sales team uses.

Activate
Sales Channels

Automate workflow across multiple channels. Deploy Partner Relationship Management solutions next to your CRM to win on every front.

Stay Close
To Closed-Won

Get better control over the actions that drive sales.  Keep priorities clear for your teams to take the next best action to get to the Closed-Won state.

How SmartSuite Works for Your Team

SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.

Get dream-worthy sales dashboards

Analyze sales data and track data-driven sales KPIs with dynamic, interactive dashboards. Drill into every stage of your pipeline to keep deals going through close.

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Automatically prioritize top tasks

Never miss and opportunity. Bring all your work assignments and tasks into a prioritized work queue with SmartSuite's My Work feature.

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Visualize your pipeline

Visualize your sales pipeline instantly by shifting to Kanban View and tracking opportunities by sales stage. Or switch to Calendar View and analyze your pipeline by expected close dates.

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Automate sales processes

Eliminate busy work by automating simple tasks. Trigger easy actions to automate sales process workflow. Ensure the closing process runs smoothly and make it easy to do business with you.

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Collaborate in real-time

React to your team's needs in real time. Consult on a particular point, offer guidance and create a collaborative culture. Communicate directly where work is taking place, with SmartSuite's Comments feature.

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Integrate with sales tools in a snap

Amplify your reach and easily integrate to calendar management, video conferencing, messaging, lead gen, marketing automation tools and more using native integrations, Zapier connections, or our API.

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Do deals your way

Define your teams and manage workflow across demand generation, sales support, inside sales, outside sales or whatever shape your organization takes.

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Trust your sales are safe & secure

Trust that your top strategic sales opportunities — and all the work invested in chasing them — is safe and secure.

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Explore All Features

Sales

 Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.

Sales CRM

Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.

 Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.
Keep track of customers, identify new targets, and win new business

Sales CRM Lite

Keep track of customers, identify new targets, and win new business. Get all of the essential features and none of the extras. Ideal for fast-moving, smaller sales teams.

Keep track of customers, identify new targets, and win new business
Track sales materials of every shape and size

Sales Assets

Wait, which slide deck are we using? Never ask that question again with this simple solution to track sales materials of every shape and size.

Track sales materials of every shape and size
Track sales team commissions, including spiffs and variable incentive compensation plans.

Sales Commissions

Track sales team commissions, including spiffs and variable incentive compensation plans.

Track sales team commissions, including spiffs and variable incentive compensation plans.
Map inside and outside sales resources to geographic territories and available product offerings

Sales Territories

Map inside and outside sales resources to geographic territories and available product offerings. Useful for multi-channel organizations that rely on partner/affiliate networks to track who’s advocating for your brand and where.

Map inside and outside sales resources to geographic territories and available product offerings
Track new relationship leads, identify targets, create opportunities and manage through close

Partner CRM

Track new relationship leads, identify targets, create opportunities and manage through close. Ideal for companies launching or ramping up their channel partner programs.

Track new relationship leads, identify targets, create opportunities and manage through close
Ensure that your bids comply with applicable regulations and procedures

Bid Compliance

Ensure that your bids comply with applicable regulations and procedures.

Ensure that your bids comply with applicable regulations and procedures

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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022