Manage Leads & Opportunities
Salespeer makes it easy to manage leads, contacts, and opportunities.
Get a complete view of every contact & opportunity
Click on a contact or opportunity to access all relevant information quickly. This includes contact history (including e-mails and SMS), past and upcoming opportunities, quotes and invoices, relevant files, calendar activities related to the account, and internal discussions with your team.
You can also assign these contacts and opportunities to users who are pursuing the deal.
Need to find a certain type of contact? Narrow down your results by applying custom filters and sorting them according to your preferences.
Add existing leads & contacts effortlessly
Add your existing contacts by syncing your Google account.
Import contacts from other CRMs, sales softwares, or e-mail services by uploading CSV files.
And of course, you can add leads and contacts manually by entering their personal details.
View and send e-mails from Salespeer
With Mail Manager, you can access your e-mails within Salespeer. Sync with G-mail or an e-mail service of your choice with just a few clicks.
That way, you can compose, reply, and forward e-mails without leaving the app. You can upload and attach files to e-mails as well.
Send e-mails faster by using e-mail templates (pre-made or your own). And even convert your e-mails into a Salespeer lead, contact, account, or calendar item with a single click.
Collect new leads automatically
By using Salespeer's online forms, you can collect leads automatically from any website or landing page.
Simply customize and embed our web form code on any webpage. Then, see your form submissions appear automatically within your Leads tab.
With Salespeer, collecting leads is easier than ever.