Sales & CRM · From first interest to active customer
Every relationship.Every opportunity.One clear next move.
Follow-ups
Start with the conversations that need a person.
See who is waiting, open the thread and act without losing context.
- Reply waiting and awaiting reply
- Named owner and due context
- Create the missing CRM record
Product visuals may differ while Multideck is in development.
Product visuals may differ while Multideck is in development.
Accounts · Contacts · Leads
The customer is more than one row in one table.
Keep organisations, people and opportunities separate, but connected.
- Account
- The organisation, ownership and relationship health.
- Contact
- The person, their role and how they prefer to hear from you.
- Lead
- The opportunity source, qualification stage and next follow-up.
Deals
Move the opportunity forward, with the value and owner still attached.
See stage, value, owner and close date. Make stalled work visible.
Product visuals may differ while Multideck is in development.
Product visuals may differ while Multideck is in development.
Contact cards
Turn a meeting into a relationship the team can continue.
Share a contact card, track the exchange and keep its source with the relationship.
Drive
Keep the files beside the relationship they explain.
Keep customer files beside the relationship they explain.
Start with a clean workspace, then give every account a file history the team can understand.
Product visuals may differ while Multideck is in development.
Give every relationship a clear next move.
Bring one live opportunity. See the full commercial picture.