Fluid Sales Workflow


Don’t know how to make a smooth sales workflow for your team? Easy! Just follow us step by step. To make CloudSoft CRM fit your business, you may want to customize some items before you move to the next step. For better sales planning, you may need to know how to do information filtering and checking and maintain a close customer relationship by contacting your clients with valued-added services of CloudSoft.

Custom Source

Add Deals

Custom Payment Method

Add Tags in Contacts and Deals

Custom Fields for Contacts and Deals

Add Your Own Success Rate

Create Custom Items

View or Edit Contacts or Deals

How to Check the Status of a Deal in CloudSoft CRM

Filter Contact and Deal List

Send Emails from CloudSoft

Click and Call or SMS