Solutions for business development
Lead generation, search engine optimization, tracking of financial advisors and distributors, etc.
Dynamic lists.
Business development
Customer follow-up
Increase your efficiency and performance
Manage your prospects and pipeline dynamically: record all the information you need.
Automate the reminders you want: tasks, appointments, alerts… organize in advance the sales actions you will need to carry out later with complete peace of mind.
Use your data in Excel or with dynamic reports: with one click, transfer your data to Excel, manipulate it, complete it, and save it. Everything is in the DealFabric CRM. It’s almost magical…
Get to know and reassure your customers
All the information you need is accessible in just one or two clicks in DealFabric, including access to documents that can be stored in the CRM, SharePoint, or even Microsoft Teams.
Optimizing your lead generation
Strengthen your product knowledge.
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