
The sales process lives in the same system as everything else. Deal pipelines with clear stages and win probabilities show where every deal stands. Meeting links with round-robin make booking discovery calls easy. Workflows run follow-up and nurture automatically when a deal stalls or closes. Review collected by and hosted on G2.com.
Meeting scheduling can't route prospects by location, even on higher tiers. A round-robin page only splits meetings evenly, so we built a routing form in front of three separate links to get territory-based booking. Some automation behaviour is also surprising. Switching on a workflow doesn't enrol records that already match, and the existing ones need a separate manual step. Review collected by and hosted on G2.com.


