Solutions
Manage sales from a pipeline you can trust
A live view of every deal, every salesperson and every target, built from the quotes your team actually sent.
Outcomes
What changes in your business
An accurate forecast
Pipeline value comes from real quotes, not estimates typed into a spreadsheet.
Fewer forgotten follow-ups
Every open quote has an owner and a next step.
Targets everyone can see
Progress against target by salesperson and period.
Coaching based on evidence
Conversion by stage shows where each person loses deals.
Connected data
One record from start to finish
Each stage change is recorded, so conversion and days to close are measured rather than guessed.
- Lead
- Qualified
- Quote Sent
- Follow Up
- Negotiation
- Won
- Commission
Modules
The modules behind sales management
CRM
Every customer, deal and conversation in one history.
Leads
Capture, qualify and follow up every enquiry.
Deals
A clear pipeline of every opportunity and its value.
Quoting
Accurate, industry-specific quotes with margin built in.
Commissions
Calculate, approve and pay sales commissions accurately.
Reporting
Dashboards and reports on every part of the business.
FAQ
Common questions
Can I set sales targets?
Yes. Targets can be set by period and tracked for each salesperson.
Can I see activity by salesperson?
Yes. Calls, appointments, quotes and wins are reported by person.
Does the forecast use real quote values?
Yes. Deal value comes from the quotes attached to it.
Ready to replace disconnected software?
Get Toolbase configured around your business.