Sales pipeline

Most sales processes are cobbled together inconsistent stages, unclear handoffs, and no visibility into what's working. A proper process turns chaos into predictability. Define stages that match how buyers actually decide, automate the busywork, and track metrics that reveal bottlenecks before deals stall.

Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.

Sales reps need more than a pitch deck. They need email templates that don't sound robotic, case studies that prospects recognise themselves in, calculators that quantify ROI, and videos that explain complex value quickly. Build the collateral that makes selling easier.

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Pipedrive

Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.

Monday.com

Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.

ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.

Folk

Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.

Spin selling

Neil Rackham

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A clear walkthrough of Situation, Problem, Implication, Need payoff with examples that match complex deals.

The Science of Selling

David Hoffeld

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Research backed techniques for discovery, framing and closing that marketers can support with better assets.

Calendly

Calendly automates meeting scheduling with availability sync, booking pages, payment collection, and workflow integrations for professionals.

Cal.com

Cal.com provides meeting scheduling with calendar sync, booking pages, and workflow automation, available open-source or hosted for teams.

Fireflies.ai

Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.

PandaDoc

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

Lemcal

Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.

DocuSign

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

Dropbox Sign

Dropbox Sign provides electronic signatures with simple workflows, templates, and team features integrated with Dropbox for straightforward signing needs.

Aircall

Aircall provides cloud phone system with CRM integrations, call routing, and analytics for sales and support teams working remotely.

Freshcaller

Freshcaller provides cloud phone system with call routing, IVR, and call management integrated with Freshworks support and CRM tools.