Keep track of every step, from first contact to order.
Who needs a follow-up? Which quote is still open? What is happening with an order? Find the information you need at each stage of the customer relationship.
Example workflow: Find the contact → track the opportunity → prepare the quote → manage the order. For recurring business or in-store sales, explore the relevant features.
Leads and customers
Keep contact details and customer history together.
Opportunities
See active deals and next actions.
Quotes
Prepare proposals and track their status.
Orders
Find orders and follow their progress.
Contracts and subscriptions
Organise services, contracts and key dates.
Point of sale
Explore options for managing in-store sales.
Find the right starting point
Start with the part of your sales process you want to organise. BizDesk plans provide a starting point, with tailored support for more specific requirements.
Already know what you need? Build your plan