- Easy convert leads into contact & company records with full conversation history
- Get full pipeline visibility & see opportunities by stage, status & probability to close
- Set goals for the team & track performance against target revenue
- Easily move a contact through your entire sales workflow, from start to finish.
- Send estimates from your project templates, or create one from scratch including hours, labor, expenses & more
- Get approval, create a live project, and have everything ready for the project manager
- ... all from Workamajig's sales dashboard.
"We understand the sales cycle, and our knowledge of the sales pipeline has gotten much stronger, particularly for projects. Passing a very clear scope from sales to operations has allowed us to be much better in delivering work that not only aligns with clients’ expectations but aligns with our business’s expectations of making money and continuing to do well. Being able to capture all of that—that’s a really powerful thing.