Cercle

Cercle: Customer Relationship Management Software

Cercle is a customer relationship management (CRM) software designed for sales teams. It helps manage contacts, track deals in the pipeline, schedule meetings and tasks, and analyze performance metrics to improve sales processes.

What is Cercle?

Cercle is a cloud-based customer relationship management (CRM) software designed specifically for sales teams. It enables salespeople and managers to manage their sales pipeline more effectively by tracking deals from lead to close. Key features of Cercle include:

• Contact Management - Store all contact details and interactions with leads and customers in one place for the entire sales team to access.
• Deals Tracking - Track deals through customizable pipeline stages from lead to close and monitor deal values.
• Sales Forecasting - Make data-driven sales forecasts based on pipeline inspection and historical sales performance.
• Email Integration - Sync email conversations with relevant contacts and deals within Cercle.
• Calendar & Task Management - Schedule sales meetings, calls, and tasks and sync them with your calendar.
• Sales Reports & Dashboards - Analyze individual and team performance through visual reports and insights into sales metrics.
• Custom Fields & Workflow - Customize the sales workflow by creating sales playbooks tailored to your sales process.
• Team Collaboration - Allow transparency and collaboration across the sales team through shareable records and reports.

With its sales-focused CRM capabilities for pipeline and contact management, data-driven sales insights, and team collaboration features, Cercle aims to help sales teams streamline processes, improve forecasting, and enhance sales performance.

Cercle Features

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