Sales

Connect tasks, calendar events, notes, and emails to leads, opportunities, and deals for a unified record of every interaction, all captured in the activity timeline.

Monitor pipeline health with five dashboard metrics: pipeline distribution, revenue forecast, win rate, conversion rates, and a funnel summary, all filterable by pipeline, user, and date.

Link contacts to leads, opportunities, and deals with roles like Decision Maker or Influencer, so your team always knows who is involved in every sales decision.

Build a product catalog with SKUs and pricing, create price books for different markets, and attach products to deals as line items with automatic value calculation.

A clear walkthrough of how leads, opportunities, and deals connect in ISO Mate, and how conversions and shared pipeline stages carry a prospect from first contact to closed revenue.

Set up pipelines with custom stages, move leads through to opportunities and deals, work the drag and drop board, and monitor performance on the Sales Dashboard.