SmartFunnel for Corporate Teams

Stay organized, identify issues early and hit your targets.


Inspired by flexibility, speed, and simplicity SmartFunnel is a lightning-fast sales interaction manager for small corporate sales teams.

SmartFunnel helps you keep track of your deals, prioritize time, identify issues early, improve your sales process and forecast accurately.


What can you do with SmartFunnel?

Get an Assistant: MyWeek tells you what’s next
Staying on top of action items for all prospects can be complicated. MyWeek gives you peace of mind, notifying you of top priorities for the week, month, or quarter – including emails, calls, meetings, commitments and deadlines.

Keep track of your interactions
SmartFunnel allows you to simply capture your email conversations with prospects and easily consolidate notes from phone calls and meetings.

Perfect your sales playbooks and drive more sales
As your sales process evolves, SmartFunnel’s customizable sales playbook system lets you implement your sales approach and improve over time. You can even create multiple deal types to support multiple product lines, where each may have a unique sales process.

Collaborate with your team
Success is often achieved as a team. You can easily create your own teams, sharing access to contact information, deal data, contact information and summary reports. Whether you’re creating sales groups getting marketing and inside sales involved, or extending the process to operations, SmartFunnel helps you coordinate as a team and ensure customer success.

Plan ahead with accurate forecasting
Accurate forecasts are notoriously difficult to provide. When sales team members are able to focusing on their individual funnel health, sales management can begin to access accurate planning data to build forecasts for both bookings, billings and even recurring revenue.

Onboard quickly and focus on selling
Getting up to speed with SmartFunnel and getting back to selling is painless. Simply Import your contacts and their information, and notes into SmartFunnel and then implement your sales playbook. If you need help, we’re there for you.


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