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銷售

管理銷售線索並追蹤交易 - Neotask 透過 Neotask 為您自動化 Close。

建立銷售線索、聯絡人和交易，按狀態進行追蹤
記錄呼叫、電子郵件和會議而無需離開 Close
執行管線分析並監控銷售活動

您可以做什麼

Close CRM 透過 Neotask 和 Neotask 提供 48 個操作--平台上最完整的 CRM 自動化。

類別	關鍵操作	銷售自動化用途
搜尋與查詢	搜尋、潛在客戶搜尋、活動搜尋、商機搜尋、彙總	透過對話產生管線報告和潛在客戶發現
潛在客戶	取得、建立、更新、刪除潛在客戶	從任何管道自動擷取和評估潛在客戶
聯絡人	取得、建立、更新、刪除聯絡人	無需手動輸入即可保持聯絡人記錄準確
商機	取得、建立、更新、刪除商機；列出管線	自動管理交易流程和階段進展
任務	建立、更新任務	當潛在客戶冷卻時自動建立後續任務
通訊	建立通話、建立簡訊、建立電子郵件/簡訊範本	記錄通話並發送序列，無需接觸 Close
範本	取得、建立、更新、刪除電子郵件/簡訊範本	透過對話維護外展資料庫
狀態	建立、更新、刪除潛在客戶/商機狀態	保持管線階段整潔一致
智慧視圖	取得、更新智慧視圖	在正確的時間自動顯示正確的潛在客戶
工作流程	建立工作流程	透過對話建立自動化規則

每個操作都可以自主執行或需要您的批准--由您決定。

試試這樣問

"顯示所有超過 5 天沒有活動的提案階段商機"
"為 Acme Corp 建立潛在客戶，聯絡人 Sarah Chen，工程副總裁--她對我們的 API 產品表示興趣"
"上週按業務代表分類的管線新增總價值是多少？"
"為每個開啟我們上封郵件但未回覆的潛在客戶建立後續任務"
"將 '合約已發送' 階段中超過 30 天的所有商機更新為 '風險中' 狀態"
"生成報告：本月每個業務代表打了多少通電話？"
"建立名為 'Q2 回訪' 的電子郵件範本，包含針對非活躍潛在客戶的主旨行和正文"
"搜尋所有包含 'enterprise' 一詞且沒有關聯商機的潛在客戶"

進階技巧

安排每日早上 8 點的自動化，從 Close 找出最高優先級的潛在客戶並發布到您的 Slack 頻道--無需登入 CRM。
特別為刪除操作啟用審批關卡--在 Close 中刪除潛在客戶和商機是不可逆的。
在應用程式群組中將 Close CRM 與電子郵件和日曆連接，讓在 Close 外預訂的會議自動記錄為活動。
多代理團隊擅長處理入站潛在客戶：一個代理搜尋類似的現有潛在客戶，另一個豐富化聯絡人記錄，第三個分配後續任務。
使用彙總操作進行管線分析："我們按行業的平均交易規模是多少？" 從 Close 返回真實資料，無需建立自訂報告。

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Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

Works Well With

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