Rely CRM

Run your sales from your pocket Rely CRM is built for people who sell away from a desk: account managers, field sales and small teams who need the deal, the contact and the paperwork in one place, on the phone they already carry. WHAT YOU CAN DO: Pipeline you can actually read See every deal by stage, value and close date. Move a deal forward in a tap, record why one was lost, and keep the forecast honest. Contacts and companies Full company records with sites, teams and the people at each one. Every call, email and meeting sits on the timeline where you would look for it. Scan a business card Point the camera at a card and the contact is created for you. Scanning happens on the device — the card never leaves your phone. Quotes, invoices and agreements Build a quote, send it for signature, turn it into an invoice and register the payment. Contracts and agreements live alongside the…