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
- Centralized dashboard shows all your leads and deals in one place instead of juggling multiple spreadsheets or sticky notes
- Simple pipeline view lets you drag and drop deals through different stages so nothing falls through the cracks
- Team members can add notes and updates to each lead so everyone stays in the loop without constant meetings
- Built-in reminders and follow-up alerts help you stay on top of important calls and emails with prospects
- Clean interface makes it easy to sort and filter leads by source, value, or stage without getting lost in complicated menus
