SALES

Get Better at Winning New Clients

Set your sales funnel up in stages. Get actionable data to lead your next moves and increase your agency’s win rates.

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.

Ditch Your Old Sales Spreadsheets

Forget complex formulas and data all over the place, just open sales reports.

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? Cheers! Now turn that quote into a project. Let dedicated teammates know when they can start working.

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

High-Performing Agencies
Rely on Productive

Not Sure Yet?
Gabrijela Is Here To Help

Book a demo to make sure you get the most out of Productive.

Book a demo

We help you set up your first budgets, invite your team onboard and import data.

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