Marketplace preview

Sample application, fictional publisher and illustrative pricing. Not available to buy or install.

Sales & Customer Experience

Relationship CRM

By Brightlane Solutions · Sample publisher

Sample application price$18/ user / month

Follow relationships and opportunities from first conversation to handoff.

Keep the relationship moving.

Follow relationships and opportunities from first conversation to handoff. This sample application brings accounts, contacts, opportunities and activities into a connected working experience for sales teams, account managers and business owners.

Accounts and contact history
Opportunity stages
Guided sales-to-delivery handoff

A connected process

Process storyboard · Concept

Capture the opportunity
Develop the relationship
Hand off the agreement

Make it work your way.

Adjust fields, views and required information within the publisher’s supported options.
Tailor approval rules, task ownership and notifications to your process.
Review integrations, permissions and customer changes before applying an update.

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Relationship CRM

Keep the relationship moving.

A connected process

Make it work your way.

Interested in this kind of application?

Relationship CRM

Keep the relationship moving.

A connected process

Make it work your way.

Interested in this kind of application?