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