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.
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.
Always have full visibility into what deals are closing in the next week, month or year.
GM of BYO Recreation
Office Manager at Advanced Furniture Solutions
VP Marketing at APC Brands
General Manager of Belson Outdoors
Customer Service Manager at Belson Outdoors
Sales & Marketing Coordinator for Ingersoll Machine Tools
Director of Marketing at Runyon
Marketing Manager at Jorgensen Conveyors, Inc.
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.
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:
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.
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.