Transitoo CRM
Win more business and let nothing slip through
Track every opportunity, schedule your follow-ups and turn a won deal into a quote, then into a customer, without leaving Transitoo.
Transitoo CRM
Key features · CRM
Sales pipeline
Every opportunity tracked stage by stage through to signature
Valued opportunities
Amount, close date and owner for every deal
Activities and follow-ups
Calls, meetings and follow-ups scheduled at the right time
Quotes from the opportunity
A quote issued from the deal, with no re-keying
Customer records
Exchanges, files and invoices brought together on a single record
Team tasks
A Kanban board to share out work between agents
Shared calendar
Activities, loads and forwarding files on the same calendar
Indicators
Sales and operational activity at a glance
Your pipeline, visible to the whole team
Each opportunity moves from stage to stage. You know what will be signed this month, what is stalling and who is handling it.
- Stage view with drag and drop
- Amount and close date for every deal
- An owner assigned to every opportunity
No more forgotten follow-ups
Calls, meetings and follow-ups go into the calendar, alongside loads and forwarding files. The sales calendar and the operations calendar become one.
- Activities scheduled, with reminders
- Calendar shared with operations
- Tasks shared out on a Kanban board
From won deal to invoiced customer
The won opportunity becomes a quote, the quote becomes an invoice, the prospect becomes a customer: the information follows, with no copying and pasting.
- Quote linked to the opportunity
- Prospect converted into a customer
- Full history on the customer record
Frequently asked questions
Who it’s for
Structure your business development
Discover the CRM with an adviser, using your own opportunities.