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Project management system for sales teams

Keep up with clients’ data, gather leads, stay on top of your budget and drive sales.

Sales header industries for sales teams

No credit card required

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Collect leads with custom forms

Find your next customers with our lead generation forms which let you collect custom leads from your WordPress webpage without a single line of code. You can use our prearranged forms or benefit from the fully customizable features.

  • customizable lead generation forms
  • no coding
  • lead management
project_management_system_for_sales

Keep contacts organized and easily accessible for your team

Store all the contact details of your leads, contractors & coworkers in the CRM module. Use advanced filters to find information you need in seconds. Get quick access to transactions or documents related to a given client.

  • CRM
  • data storage
  • contact details
  • project details
  • advanced filters
  • notes section
project_management_system_for_sales

Rating: 5.0

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Product of the day | Rating: 5.0

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Sales SalesFirmbee 1 Sales szescian
When it turned out that sales people statistically dedicate only 1 out of 5 work days to sell, we knew some things have to change. And then we found Firmbee. It does all the organization work for us, so we have more time for work that matters.

And there is more!

Sales Handshake

Manage your sales pipeline & close deals faster

Coordinate work between team members and show your team the power of collaborating on deals. Create projects, break them down into tasks and assign them to coworkers. Keep leads moving by designing your own, productive workflows. Use check-ins, comments and shared documents so that every team member stays informed. Track the budget of your activities with just one glance. Benefit from our project management system for sales.

Sales Bar Chart

Stay financially on track

Use our project management system for sales to make smarter business decisions. Gain insights into your project and employee costs. Check the payments and transactions related to clients and use the information to automatically create and send invoices through the system. Ensure all company vendors are paid by tracking the statuses of your expenses. Get summarized information about your companies’ revenue totals, payment totals and outstanding payments.

Managing your projects has never been easier before.

Bee efficient. Bee independent

21

years
of experience

1.2 M

users trusted
our solutions 

+200

team
of experts

+50 M 

processed
documents yearly

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Free download
Get it on App StoreGet it on Google Play