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Sales adds leads, companies, deals, quotes, tasks, reports and forecasts to HueChat, all linked to the same customer profiles in the Customer CDP.
Work leads from conversations, ads and imports in List, Kanban or Split view, qualify them with Budget, Authority, Need and Timing, then convert them into a customer and a deal.
Create company records, link the people who buy from you with their buying roles, and see every lead, deal, quote and conversation for an organization in one place.
Track qualified opportunities in List, Kanban or Split view, move them through stages with required fields, and keep products, next steps and outcomes on every deal.
Build one catalog of products and services, give them prices in price books, and add them to deals and quotes as line items.
Create versioned quotes from a deal, get discount approval, share a private link with the customer, record the outcome and follow payment status.
Use Tasks & Calendar to schedule calls, WhatsApp follow-ups and meetings for customers, leads, companies and deals, with reminders, repeats and a shared calendar.
Use the Sales section of Reports for the funnel, attribution, velocity, win and loss, activity, revenue, forecast and data quality, and export any report to CSV.
Choose how conversations enter Sales, prevent duplicates, assign owners automatically with working hours, set stage rules and automate CRM work with recipes.