Salesbuildr removes the hassle and potential for human error in pipeline management by automatically updating stages as you’re sending and interacting with proposals, using the same synchronised statuses as your PSA. So you cannot go wrong, it is literally using the order values and rules from the contents of your proposals.

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The beauty? Whether you want to view, track, or manage sales opportunities by stage, status, customer, owner, source, category - it’s all right there at your fingertips.