SALES & CRM
Get Better at Winning New Clients
Set your sales funnel up in stages, invite teammates to collaborate and forecast upcoming revenue. When you win a new job, simply convert it into a project.
Know Your Sales Funnel Inside and Out
Learn from reports and with custom fields, dig deeper into your data to increase sales revenue.
Forecast Potential Sales Revenue
Get an overview of won deals and those in negotiation. Add probability to your deals and forecast your weighted revenue.
Track Important Sales Metrics
Keep an eye on reports such as won deals by owner or time period, lost deals by reason, or sales revenue by client.
BRENDON NICHOLAS
CO-FOUNDER AND TECHNICAL DIRECTOR,
DOTDEV
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
NIKA SERDONER
PROJECT MANAGER
ENKI
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
MARKO BARIĆ
CEO
TYPEQAST
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
ERVIN JAGATIĆ
HEAD OF CLIENT SERVICES
INFINUM
Reports have become our central place to follow key metrics, analytics, numbers, graphs, and—simply said—the pulse of our agency. Currently it’s hard to imagine what our jobs would look like without reports. It’s a lock-in feature for us, for sure.
BRENDON NICHOLAS
CO-FOUNDER AND TECHNICAL DIRECTOR,
DOTDEV
Having a platform that considers everybody’s salaries, as well as operating expenses, and feeds that into project budgets gives us a much more real-time and accurate view of the profitability of specific projects.
nika serdoner
project manager
enki
From a managerial point of view, the main benefit of the tool is seeing your profitability in real time. It’s there. We don’t have to calculate it or ask for financial reports from our accountant.
marko barić
ceo
typeqast
If it wasn’t for Productive, we would have struggled to steer our company’s growth. We tripled in size since we started using it.
Achieve Your Agency’s True Potential
Switch from multiple tools and spreadsheets to one scalable agency management system.
Create Multiple Pipelines
Work on opportunities and deals in more than one pipeline.
Never Forget To Follow Up on That Lead
Reassign prospects to different sales team members and set TODOs as reminders to follow up on deals.
Track Communications With Prospects
Forward your emails to sales deals to ensure all communication with the prospect is in one place.
Send Quotes Directly From Productive
With service rates already saved in the tool, build your estimates and export quotes as PDF files.
Turn Won Deals Into Projects
Deal won? Now seamlessly convert that deal into a completely new project, or add it as a new budget within an existing project.
Achieve Your Agency’s True Potential
Switch from multiple tools and spreadsheets to one scalable agency management system.
Improve Winning by Tracking Why You’re Losing
Keep track of why you’re losing deals so you can improve your win rates.
Who Are Your Biggest Sales Stars?
And who needs extra help to get better at closing new deals? Zoom in on each sales representative to check out their:
number of closed deals
total revenue won
breakdown of reasons why deals were lost
type of deal closed per each sales rep
