Customer Relationship Management

Manage Your Pipeline with Total Visibility
Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas you set in one simple view. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time

Log Sales Activity Automatically
YBL's CRM tools track customer interactions automatically – whether they’re in an email, across social media, or on a call. Sync with Gmail or Outlook using YBL's Sales, and capture every call, email, or meeting as it happens

See Everything About a Lead in One Place
Go way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes. You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off