Sales Management
CalendafyCRM creates a single source of truth for all your business data, with access to real time information.
Customised dashboards, reports and integrations. Team management tools for pipeline, lead generation and notification systems.
Customised Dashboards
Tailor your dashboards to display the metrics that matter most to you. Quickly view sales performance, marketing metrics or individual team member results. You can even have the dashboards bring in data from other tools you use across your business.
Real-Time Information
Whether you're tracking pipeline progress, monitoring lead generation, or evaluating team performance, real-time data helps you make informed decisions quickly and confidently. Understand what's going on in your business anytime, anywhere.
Reporting and Analytics
CalendafyCRM provides powerful reporting and analytics tools that offer deep insights into your business. Generate detailed reports on your sales and marketing processes to identify trends, measure performance, and refine your strategies.
CRM + Sales Management = 😍
Take the guesswork out of your business with real-time visibility into sales performance, top selling products or services, market trends and more in one platform. Identify growth opportunities and make data-driven decisions with confidence.
With a platform that's designed to scale, whether you’re expanding your team, entering new markets, or launching new products, CalendafyCRM supports your growth every step of the way.
Enjoy the benefits of managing your business from one platform.
Understand your business inside out with analytics
Simple, visual dashboards with live data coming through from CalendafyCRM reports and analytics as well as integrations pulling in data from other business tools you use, gives you the power to understand what's going on in your business in real-time.
Increase revenue by spotting trends early
Being able to track important metrics across your business such as average order value, sales velocity, marketing lead by source and sales rep productivity enables you to spot trends early.
This also gives you the ability to see possibilities for improvement in certain areas before they become an issue.
Goal Tracking
Create and set goals and targets across channels, departments and teams with visual dashboards to keep everyone in the business accountable. Create goals and automation triggers once certain metrics are achieved.
CSV Import & Export
If you acquire a CSV file of contact or company records, along with any other information, use the import/export features to add them into CalendafyCRM and the data will seamlessly match to the necessary fields.
Advanced Search
Search and find data on a contacts, companies, deals, activities, communications and more with a simple query. We built advanced search capabilities into our platform to help you find what you need, when you need it.
Want to know what Sales Management would look like in your business?
Meet with one of our expert team members, who can give you a tailored demonstration of CalendafyCRM based on your business requirements.
Get notified on new business trends in your industry
Be the first to know about new business insights to build or refine your department with the tools and knowledge of today’s industry.