A sales pipeline built for agencies and software houses
Leads from Upwork, LinkedIn, email and cold calling on one pipeline board, with a forecast built from each deal's probability and value.
How Tanzeem handles it
Capture
Leads from Upwork, LinkedIn, email and cold calling land in one pipeline.
Work the board
Deals move across the pipeline kanban, stage by stage.
Forecast
Each deal's value times its probability adds up to the forecast.
Propose and hand over
The proposal builder and won-deal handover to Operations are built into the engine, coming soon in the app.
What is in Sales
One pipeline
Every lead source in one place, from Upwork to cold calls.
Pipeline kanban
Deals on a board, moved stage by stage.
Forecast cards
Deal probability times value gives the forecast.
Upwork bid tracking
Bid tracking across multiple Upwork profiles is built into the engine, coming soon in the app.
Proposal builder
The proposal builder, with scope from Operations and pricing from Finance, is built into the engine, coming soon in the app.
Won to project
Opening a client project from a won deal is built into the engine, coming soon in the app.
Which lead sources does it cover?
Upwork, LinkedIn, email and cold calling, including UAE cold calling.
Can we track bids on more than one Upwork profile?
Multi-profile Upwork bid tracking is built into the engine, coming soon in the app.
Can it build proposals?
The proposal builder is built into the engine, coming soon in the app.
How is the forecast worked out?
Each deal's value is multiplied by its probability, and the results are summed.
What happens when a deal is won?
Opening a client project in Operations from a won deal is built into the engine, coming soon in the app.
Bring last month’s payroll sheet to the demo
We will run it through Tanzeem on the call and show you each payslip, with the working, before you decide anything.