Sales Features

Accounts

Track and manage customer lifecycle from initial inquiry to repeat purchase

Account-Based structure puts every account detail and interaction in one place
Customize account view using by adding unlimited custom fields of any type
View every calendar event past and future associated with each account in one place
Track overall account stats to understand account engagement

Opportunities

See all of the key data about your company/team/territory in one place

Accurately forecast sales over any time period
Customize sales stages and probability to match your sales process
Track opportunity specific details and interactions in one place

Project Management

Easily manage project tasks and deadlines for current customers

Projects include same functionality as accounts and opportunities - notes, project calendar widget, customizable stages
Use projects for help desk tickets, cases, order management, issue management, warranty, and field service

Dashboards

See all of the key data about your company/team/territory in one place

View month to date performance for several key indicators
View today’s appointments at a glance
Track key company performance indicators like sales, website visitors, and new accounts
Forecast sales opportunity pipeline widget
Stream recent activity such as new accounts or opportunities in real time

History and AutoLogging

Aggregate every account interaction in one searchable, filterable place

Eliminate manual data entry with auto logging of office calls and emails
GleanView automatically cross-references your accounts' IP addresses with our web tracker and logs the pages your leads and customers visit
Easily log notes, cellphone calls, and meetings

Calendar

Never let a follow up slip through the cracks

Visualize all tasks, calls, followups, meetings and events in an easy-to-use calendar. Click below to switch views.
- Month
- Week
- Day
Tasks and meetings can be created and assigned to other team members
Tasks and meetings can be created and assigned to other team members
View other team members calendars to collaborate on accounts

Notifications

Get real time notifications of upcoming events, new accounts, and website activity of contacts

Notifications can be configured to be in-app, email, or both

Sales Activity

Manage your sales team using key performance metrics and leaderboards

Track historical trends in sales performance across all metrics
Analyze over 25 metrics to determine which ones correlate with sales success
Compare teams and individual sales people against each other and company averages

Account Analytics

Analyze account and opportunity metrics across multiple criteria

Compare historical trends for leads
Track conversion rates from lead to customer
Quickly visualize leads and accounts across different metrics

Permissions and Teams

Customize user access to any module within GleanView

Use roles to assign pre-defined sets of permissions to any user
Set access permissions to User only, Team, All, or None for any module
Define standard dashboards for different user roles

Quoting

Create professional and customizable quotes

Create quotes from predefined items or custom items with custom descriptions and pricing
Quote fields include line item discount, quantity, shipping, and tax

Mobile

Access your CRM anywhere, anytime, and on any device.

Quickly view today's tasks and events on your dashboard as soon as you login
Access account information on the go prior to a meeting with a client
Access company calendar and see everyone's tasks and events for that day

Our Users Love Us!

GleanView has been rated both a High Performer CRM and a Top 20 Most User Friendly Marketing Automation.

G2 High Performer

Capterra Top 20