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.
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.
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.
You can use GleanView to manage your entire sales process from lead to close, or you can use it to manage your top of the funnel sales development and prospecting process and integrate it with your existing CRM for the rest. It’s highly configurable and affordable enough to plug into your software stack wherever you need it.
GleanView offers a full-featured powerful CRM for an affordable price.