Sharing contacts

Share contacts with co-workers, ensuring you all have a single up-to-date view of the contact.

Attach notes

Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.

Attach documents

Attach documents, agreements, proposals and other files.

Import & export contacts

Import contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file.

Categorize contacts

Categorize contacts using tags that you define and that are relevant to your business such as lead, customer, vendor etc. You can even customize probitcrm to record additional information when a tag is applied. e.g. lead source when a person is tagged as a lead.

Attach emails

Track all email communications by sending emails from Outlook or any email client into probitcrm. The email becomes part of the contact's history along with attachments so it’s easily available in one place. probitcrm will automatically create a new contact for you if it doesn't find a match in your account.

Share

Share opportunities with co-workers to enable easy collaboration.

Summaries up front

Get a quick summary of opportunities on the go via the sales dashboard, including potential values, where they're up to, and what needs to be done next.

History

Keep track of the history of an opportunity by adding notes and attaching documents.

Keep track

Keep track of where each opportunity is at, using milestones such as prospect > meeting > proposal > won etc. Each milestone is linked with a success factor that is used to forecast potential sales revenue. probitcrm includes a standard set of milestones or you can configure your own.

Reporting

Generate reports and extracts from the pipeline using configurable filters.

Custom fields

Extend tags with your own custom fields that are relevant to your business. For example, if you sell to customers through partners you could add your own fields to the customer tag to record who the introducing partner was and the date of introduction.

Customize your process

Customize the sales milestones and process.

Customize your contacts

Personalize your contacts and users with tags and avatar photos to make each contact and user unique.

Personalized look

Brand your probitcrm account using your colors and logo.