ACQUISITY CRM

Walk into every conversation prepared.

Stop asking who last spoke to a lead or digging through tabs before a call. Conversations, appointments, deals and payments give your team the full story in one place.

Marcus ReillyContact
Northstar StudioCompany
$25,000Open deal
Tomorrow · 10:30Appointment
Everything refers back to the same sale.

CONTACT HISTORY

Know what you promised before you follow up.

See the email, text, call and internal note together. If a prospect asked for the done-for-you option, your next message can pick up there instead of starting again.

Positive replyAsked about the done-for-you option.

Call recordedBuying signal saved to the deal.

Next stepSend proposal and payment link.

THE WORKING DAY

Less hunting for numbers. More talking to buyers.

Work through a focused call list with the person’s details and notes beside you. Record the outcome, move to the next lead and keep the pipeline up to date.

BEFORE THE CALL

A booked call is only useful if you know why they booked.

See the campaign that caught their attention, their questions and the previous conversation. Spend the call understanding the buyer, not asking them to repeat themselves.

CLOSE THE SALE

Close the sale without losing sight of the money.

Send the payment link, check collected payments and see the commission attached to the sale. Your team knows whether to follow up, celebrate or start the handoff.

YOUR SALES DAY, CONNECTED

Put the whole sales day in one place.

Bring a real process your team handles today. We’ll show you how Acquisity could help, where your team stays involved and what the next step looks like.

Book a demo