Sales Pipeline Management

See the sales overview on one screen. Stay up-to-date on what is happening and what is next in the deal

CHANINTR
UNION PETRO
UIH
MW ONE
AP SMART
Ondemand

PRODUCT FEATURES

Visual Sales Pipeline

See an overview of sales tasks on one screen. Each deal is represented by one card. The vertical rows are sales stages. The deal moves from left to right as the deal progresses.

Deal Profile 360°

Important information within the deal is displayed as a timeline, eliminating admin work. Wisible allows you to keep every customer contact information safely.

ข้อมูลในดีล Deal Profile

  • Company and contact information
  • All Quotations
  • Activities with customers
  • Customer Appointment
  • All deal emails
  • Data files
  • Note
  • Opening-closing date
  • Assignment
  • Make incoming and outgoing calls in deals

Account Profile

Important information of both individual and corporate customers to the privacy of customer data by setting permissions to access data

  • Customer and organization information
  • Know every insights from the opening to closing of the deal
  • Keep up with all the activities that happen within the deal
  • Determine the users who can access the customer’s profile

To Do

The sales team can work efficiently. Get rid of both personal tasks and customer appointments with reminders that make it easier for you to close deals.

  • Know every insights from the opening to closing of the deal
  • Customer and organization information
  • Keep up with all the activities that happen within the deal.
  • Determine the users who can access the customer’s profile.

Other Basic Features

Spend less time managing data so you have more time to close deals

Label

Segmenting deals with labels makes it easier than ever to find the information you need

Note

Save text and images to keep important information in one place

Filter

Filter the information you want to search with more than 9 filters

File Sharing

Share important files within your team with 5 GB of storage.

Exporting Excel or CSV

Take the information you want to analyze further by exporting for free without any cost

Multi-board

แยกบริหารทีมขายได้หลายทีม
Separately manage multiple sales teams, each team cannot see each other and work independently

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