Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Easily import prospects files with Thrive's import tool.
Tag an opportunity with status to note the current stage that the opportunity is.
Schedule meetings from the opportunity of customer.
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Define your own rules to assign opportunity to the right sales person based on quotas and segments.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.