I suggest you ...

Sales pipeline management

Something like pipedrive.com that integrates with RS. I would love to be able to see where exactly a deal is in our pipeline. Has the prospect been contacted? Meeting set? Proposal sent? Follow up made? Sale closed? Onboarding process? All questions that need to be tracked and reported on.

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Steven Elkins shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • david commented  ·   ·  Flag as inappropriate

    Other tools like RS are beginning to integrate more CRM functionality. It would be great to have that as part of RS, but barring that an integration with a tool like Insightly or ZohoCRM would be awesome!

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