Leads & Opportunities
Watch your leads, sales, opportunities and more in real time
CRM is an indispensable tool for any modern sales team looking to build long-lasting customer relationships. Most CRMs come with the ability to plan and manage your opportunities, helping you effectively manage your sales opportunities, and provide your team with the necessary context and information to convert these opportunities into revenue.
See the “Big Picture” on all your deals
Your deals in CRM are the sales opportunities you’ve opened up by qualifying your leads/prospects. It becomes easier for you to track key deals when you can see all the important information at a glance. Track how much of your expected revenue is near closure and which deals require your immediate attention. Use advanced filters to find opportunities with specific criteria, and take the necessary actions to push them further along in the pipeline.
Keep important files together
Birdy offers a centralized storage for all your documents and images on specific opportunities. Your sales team can contribute and maintain these
documents, allowing anyone easy access as and when they need it.
Keep tabs on your competition
When you start pitching your solutions to a prospect, you are usually competing against other businesses. So, when your prospects mention a competitor during your conversations, make a note, and research their strengths and weaknesses to refine your pitch.
Share Quotes using the Customer Portal
Sending quotes or estimates to your customers is an important step towards closing a deal. Streamline your process by sharing quotes with your customers directly inside Birdy through the customer portal. Keep control of how long your customers can see valid pricing and give them access to images and other supporting documents directly.
Collaborate effectively and sell better
Modern sales is a complex process that involves different teams and stakeholders. You need to know what’s happening & be able to collaborate effectively with your team to refine your pitches and close deals effectively. Birdy gives you access to customer activity everywhere so you can see and share the latest updates with everyone else,
coordinate your sales activities, share progress, and celebrate your wins!
Staying Mobile
Nowadays, at a time when global mobile usage has overtaken desktops, it is imperative that your business systems allows your team to go completely mobile. Birdy’s range of mobile apps can help sales teams close more deals on the go. It allows managers to add and update data when they travel between business appointments, even when they are offline. At trade events, in business meetings, and networking events, mobile apps help you be business-ready no matter where your business takes you.
Here’s What Our Users Have to Say...
Cost-effective.
Birdy has everything our business needs from a CRM, while still being cost-effective and easy for every member of our team to use.
Prioritise Leads.
Birdy allows our team to manage the day-to-day ins and outs of the business from one platform, with real-time overviews that help us prioritise our leads and opportunities.
Converting Leads.
Since using Birdy, we’ve hit more sales targets, converted more leads, and seen a big rise in productivity. Birdy gives us the tools we need to work more intelligently, with a range of features we’ve used to streamline and improve our business processes.
Fantastic.
The perfect CRM for my business. It’s flexible and easy to use which is perfect for everybody within the business.
