CRM for sales teams
SF Kinetic CRM brings leads, contacts, accounts, deals, quotes, tasks, calendar and email into one workspace, with a live dashboard that shows pipeline value, stalled deals and win rate.
SF Kinetic CRM
Open deals, pipeline value, stalled deals and win rate at a glance, with the weekly deal trend and pipeline by stage.
See new and qualified leads with their company, and search by name, company, email or owner.
Keep your people and the companies they work for organised in one place.
Move deals through the pipeline stages from lead to won, and prepare quotes in the same workspace.
Follow-ups, meetings and email sit next to your pipeline instead of in separate tools.
See your sales team, an activity log of what happened, and reports on how the pipeline is performing.
SF Kinetic CRM
Screens show sample data.
One workspace, different views of the same pipeline.
Your leads, tasks and follow-ups in one daily view.
Pipeline value, stalled deals and win rate without asking for a spreadsheet.
Contacts, accounts and deals for each customer in one place.
A clear picture of the pipeline and how the team is performing.
Book a short walkthrough and tell us how your team sells today.
SF Kinetic CRM is a sales CRM from SF Tech Experts. It keeps leads, contacts, accounts, deals, quotes, tasks, calendar and email in one workspace, with a live dashboard for the pipeline.
The overview shows open deals, pipeline value, stalled deals and win rate, along with the weekly deal trend and the pipeline split by stage.
Yes. A search bar at the top searches across deals, accounts and reps, and the leads list can be searched by name, company, email or owner.
Yes. SF Tech Experts builds custom software, so we can shape the CRM around the way your team sells. Tell us about your process through the contact form.
No. The screenshots on this page use sample data.
Book a demo and we will walk you through the workspace and talk through your sales process.
Get in touch
Ask for a SF Kinetic CRM demo, or tell us how you would like to use it. We’ll get back to you.
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