This task can be performed using InisghtQue
A Lightweight CRM That Helps Small Teams Stay Organized
Best product for this task
InisghtQue
crm
InsightQue is a lightweight CRM built for small teams who’ve outgrown spreadsheets and find enterprise tools overwhelming. It helps teams track leads, manage deals, and collaborate effortlessly all in one simple, intuitive application.
What to expect from an ideal product
- Share customer contact details and conversation history with your team in real-time instead of emailing spreadsheet updates back and forth
- Track who's responsible for each lead and deal so nothing falls through the cracks when multiple people are involved
- Leave notes and comments directly on customer records that everyone can see, eliminating confusion about what happened last
- Get automatic reminders for follow-ups and important dates rather than manually checking spreadsheet cells for deadlines
- View your entire sales pipeline in one place where team members can update deal stages and see progress instantly
