PALBONGrowthCustomers · Sales, Growth & AnalyticsPALBONGrowth is a fast, focused CRM: leads, deals, a drag-and-drop pipeline and a complete activity timeline, connected to quotations in PALBONSphere.
Capabilities
Capture every enquiry with its source, qualify it and convert it to a deal without losing the history.
Follow each deal through the stages you define, as a list, in groups or on a drag-and-drop board.
Every email, call, note and task sits on the lead or deal it belongs to, in the order it happened.
Place and receive calls in the browser through your telephony provider, logged against the right record.
See the pipeline in numbers: what came in, what was won, what is expected and why deals were lost.
Let the system route new records and watch the clock, so a fresh lead is never left waiting.
Outcomes
Emails, calls, notes and tasks sit on one timeline, so whoever picks up a deal sees everything that was said.
A won deal becomes a customer in PALBONSphere and its products prefill the quotation, so sales does not retype the order.
The expected value, probability and close date on every deal add up to the forecast on the dashboard.
Connected
PALBONGrowth shares its data with the other products, so nothing is entered twice.
FAQ
Yes. Lead and deal statuses are records you maintain, each deal status carries its own probability, and the kanban board follows them.
When a deal reaches the status you choose, its organisation is created as a customer. From the deal you can then open a quotation with the contact and products already filled in.
No. You connect the account you hold with your telephony provider, and each agent chooses to take calls in the browser or on their own phone.
Tell us how you work today. We will walk you through the products that fit, on your data and your terms.
