How to organize sales activities and team collaboration efficiently?

Organize sales activities and team collaboration efficiently using Frappe CRM

This task can be performed using Frappe CRM

Sales teams struggle to manage leads and communications across multiple channels effectively.

Best product for this task

Frappe

Frappe CRM centralizes all sales activities, communications, and lead management in one intuitive open-source platform.

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What to expect from an ideal product

  1. Setup custom deal stages to track sales progress and keep everyone in the loop
  2. Share meeting notes, files, and emails in one central place the whole team can access
  3. Create task lists and set reminders to never miss important follow-ups with leads
  4. Log all customer interactions and conversations to maintain a clear communication history
  5. Build sales reports and pipelines to spot trends and improve team performance

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