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.

Achieve Your Agency’s True Potential

Switch from multiple tools and spreadsheets to one scalable agency management system.

Take Your Sales Leads to the Finish Line

Work on opportunities and deals in one place.

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