SALES & CRM
Use Actionable Data To Win 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.
Customize Your Reports
Use optional or required custom fields to ensure you have accurate reports relevant for your business.
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.
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.
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.
Optimize Operations With Productive
Switch from multiple tools and spreadsheets to
one scalable professional services platform.
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.
Build Proposals Using Rate Cards
Quickly build estimates by importing your default or client specific rate cards for your services and expenses. Export proposals as PDFs.
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.
Integrate With the World’s Leading CRM Tool
If HubSpot is your CRM platform of choice, simply sync your deals from your HubSpot pipeline into Productive. A deal will sync to Productive once it reaches a certain stage and will sync over deal, contact, and client information.
Optimize Operations With Productive
Switch from multiple tools and spreadsheets to
one scalable professional services platform.
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
