Sales Essentials

Manage contacts, leads, accounts and opportunities


Customer relationship management, CRM, solutions help organize your contact info and manage your relationship with current and future customers, clients, and other contacts. The Sales Essentials template helps you get your sales teams organized without setting up a complex system. You can store leads and contacts and move them through your sales pipeline with simple drag-n-drop. Using the automated email system in Workestra, you can follow up with your customers and send out emails using reusable dynamic templates.






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