Growing your sales has never been this easy. Bring out the best in your sales reps, win more deals as a team and strengthen customer relationships.
Track and Monitor
Every Sales Activity
Centralize everything you need to track and manage sales opportunities in one place. Identify prospects, assign sales reps, estimate close dates and deal size to ensure you always have a clear picture of your pipeline. Use flexible reports and dashboards to visualize forecasts, monitor quotas, and keep tabs on every activity.
All Your Leads
SmartSuite helps you convert more leads into qualified opportunities by tracking all the information you need to keep leads moving forward.
Track Leads by source, document key insights and strategies to generate interest. Map offerings to every lead and manage communication and interactions directly in SmartSuite - no matter where you are.
Qualify, Manage And Close
Manage every sales opportunity from "qualified to closed" in SmartSuite while staying connected with your team and the information you need to close deals.
Stay connected from anywhere with the SmartSuite mobile app, and tailor your sales stages to work the way you want.
How SmartSuite Works For Your Teams
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.Solution Tab Link Text
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.Solution Tab Link Text
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.Solution Tab Link Text
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.Solution Tab Link Text
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.Solution Tab Link Text
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.Solution Tab Link Text
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.Solution Tab Link Text
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.Solution Tab Link Text
Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.
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.
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 team commissions, including spiffs and variable incentive compensation plans.
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.
Track new relationship leads, identify targets, create opportunities and manage through close. Ideal for companies launching or ramping up their channel partner programs.
Ensure that your bids comply with applicable regulations and procedures.