Close more deals with powerful sales software
Credema comes with a full suite of sales tools to help you manage your sales leads, track deals, and report on your progress. Our Opportunities features allow you to track high-value deals while delivering an exceptional, streamlined customer experience.
When you have the proper tools in place, you can focus on the customer and close more revenue-generating opportunities.
Track high-value opportunities
Create customized phases and funnels for each of your different services and/or products. Advanced customizations let you create targeted and personalized experiences for your leads and customers. It also allows you to accurately track each deal and its progress. Customizable checklists at each phase ensure a consistent sales process and streamlined customer experience.
Unlimited ways to customize your opportunities
With Credema, you can tailor every part of the system to work for your business. Our Opportunities feature comes with endless ways to create tailored sales processes that help you track and close more deals.
- Stagnation: Trigger workflows if a contact is stuck at a specific phase for a predetermined number of days.
- Products: Set up products with custom descriptions and assign them to particular opportunity paths.
- Quotas: Set up quotas for each of your salespeople to help them reach their goals.
- Custom Fields: Create as many custom fields as you need to collect important information about each lead and deal.
Automate the sales process
Automation is deeply embedded throughout the platform. Trigger a workflow or journey when a contact hits a specific phase in your Opportunity path. Every workflow is highly customizable just like your business, so you can easily make them perform tedious tasks and streamline your sales process.
Drag-and-drop Kanban board for easy management
Use the Kanban board on a daily basis to visually track all deals and movement. Pull Opportunity reports, filter out opportunities and search for specific deals, move opportunities from phase to phase, and click on each opportunity to view all the information and progress.
credema ag
Neuhofstrasse 5A
CH-6340 Baar (ZG)
Switzerland