Wheely Sales

Wheely Sales: CRM Software for Small Businesses

Wheely Sales is a customer relationship management (CRM) software designed for small businesses. It allows users to organize contacts, track sales opportunities, manage tasks and calendars, and more. Key features include contact management, pipeline tracking, automation workflows, reporting and analytics.

What is Wheely Sales?

Wheely Sales is a feature-rich customer relationship management (CRM) platform designed specifically for small and medium businesses. It brings together all the tools needed to attract, close, and retain more customers in one easy-to-use system.

With Wheely Sales, businesses can organize customer and prospect information in one central contacts database that the entire company can access. Bi-directional sync with email, calendar, and other apps ensures data flows seamlessly between systems. Built-in sales workflow automation guides teams through your unique sales process to close more deals faster.

Key features of Wheely Sales include:
- Contact Management: Organize individuals and company information, interactions, notes, documents, custom field tracking, and more in one centralized contacts database.
- Pipeline Tracking: Visualize deal stages with kanban-style pipeline boards. Add deals, track stage changes, and forecast revenue.
- Sales Automation: Trigger email sequences, tasks, alerts, and more based on customer interactions and other events using workflow automation.
- Reporting & Analytics: Build custom reports and analyze conversion rates, win rates, sales velocity, and other KPIs out-of-the-box.

With its simple and flexible pricing, Wheely Sales is an affordable and easy-to-use CRM option suitable for most small business sales teams looking to boost sales productivity and growth.

Wheely Sales Features

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