Visualize your sales workflow and get a better overview of your sales pipeline.
Managing your sales pipeline has never been easier. Salesboard for SuperOffice CRM visualizes your workflow in the sales process – giving you a quick and intuitive overview to help plan and follow up your pipeline in a structured manner. Regardless if you are a salesperson or a sales manager, you will have complete control of the pipeline.
A snapshot of your deals by stage, in the sales funnel, makes it easier to:
See which opportunities to focus on.
Ensure your pipeline stays true and accurate.
Improve your follow-up rate.
Win more business.
Stay up-to-date with your sales activity. Simply drag and drop sales between different stages, and your pipeline stays accurate and current. You can also create new sales directly from the Salesboard tool and update existing sales or set sales as Sold or Lost. All sales are automatically updated in SuperOffice CRM and vice versa – ensuring no double entry and that all competitions and sales reports are always using the latest data.
Drag and drop sales between stages.
Color code your sales stage for a better display of your funnel.
Quickly create new sales.
Automatically synchronized with SuperOffice CRM.
New report view.
SUPEROFFICE CRM PLAN
All user plans.
There are no specific system requirements.
Click the green button to get started.
Follow the online instructions and use your SuperOffice CRM Admin credentials to approve the app within your SuperOffice CRM environment.
The app is automatically added to SuperOffice CRM. Next time you log in to SuperOffice CRM, the Salesboard navigator button and web panels will be available and ready to use.
Select which SuperOffice CRM users will have access to Salesboard through the admin panel.