B2B Sales CRM

Full cycle sales solution powered by automation

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Everything you need to manage full cycle B2B sales from first touch to repeat customer.

Get all of your account data in one place

Every interaction including phone calls, notes, emails, meetings and orders are all logged in one place and rolled up to the account level. Your entire company becomes aligned around a common account view from lead to repeat customer.


ACME Corp.

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Full Featured, Robust Account Management

The core of GleanView is our account based CRM. It is one of the only CRMs that is truly account based and includes all of the features you need to manage accounts, opportunities and projects. All of our products were built on top of this powerful base.

  • Dashboard
  • Accounts
  • Contacts
  • Projects
  • Opportunities
  • Calendar
  • Analytics
  • Reports
  • User Management
  • Saved Custom Views
  • Roles/Permissions
  • Assignment Rules
  • Tags
  • Bulk Edit
  • Bulk Import
  • Bulk Export

Analytics / Reporting

Always have full visibility into what deals are closing in the next week, month or year.

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Includes everything in the CoreCRM plus a suite of automation tools that will take your team to the next level.

Website and Email Activity Tracking

Track prospect activity across your website and emails. See every web page they visited and every email they opened or clicked. Get notified in real time when a hot prospect is back on your website, opening the door for your team to follow up.

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Sequences are automated, predefined sales activity steps with email templates and call scripts that enable a repeatable and scalable sales process. Think of them like sales playbooks that automatically guide your team to persistent and consistent follow-up.

How Sequences Work:

Specify your auto-enrollment criteria for contacts to enter the sequence.
Then define a series of touchpoints (calls, emails, social) that are auto-populated on each sales person’s calendar.
Each day, when the sales person is ready, the auto-task player queues each task up with your pre-defined templates or scripts for that step.
All activity is tracked and auto-logged.
Nothing ever falls through the cracks and there is always a next step.
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Keep everything running smoothly

Use automation rules to keep your sales process at peak efficiency. Automate assignment of new leads, creation of new opportunities, reporting, notifications of neglected accounts -- keep your sales team focused on closing deals, not logging information.

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Automate booking meetings and phone calls

No more going back and forth to find the a time that works for a meeting or phone call. Let your contacts find a time on your calendar convenient for them using a convenient booking page that keeps track of all of your open times automatically.

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Account Data Enrichment

Turn a company name into a complete profile using our Enrich feature. Company address, phone number, social profiles, employee range, revenue range and industry codes are all added with the click of a button.

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