Grow gives you the tools for the entire sales cycle, from finding the right prospects and moving the deal forward to making sure no existing customers slip through the cracks.
❔ What will we cover?
Prospecting and new customer acquisition
- Find and prospect new customers.
- Get automatic filter suggestions with AI filtering.
- Find companies similar to your best customers via twin analysis.
- Create call lists directly from filtered search results.
The customer card – everything in one place
- Decision-maker data, tags, and custom fields tailored to your business.
- History – who said what, and when was your last meeting?
- To-do tasks and follow-ups linked to the customer.
- Contacts and documents gathered in one place.
Deals and projects
- All ongoing deals in a Kanban view with customizable stage names.
- Filter to prioritize correctly – show only your deals, filter by tag, source, or expected close date.
- Find deals with no planned follow-up using the No next step filter.
- Values and totals update dynamically with every filter.
Sales insights
- Measure activities per employee and team, such as booked meetings and deals created.
- Set individual goals and track whether they're being met.
- Measure custom activity types, such as Customer lunch or Brochure left behind.
Sales dashboard
- Graphical view of sales, win rate, and top sellers.
📽️ You can also watch a video guide below: