Sales Dashboard

Authorized users only

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Sales Tools & Resources

Everything you need to close deals and manage clients

Sales Hooks System

Automated quality checkpoints for every critical sales action

Before: Send Quote CRITICAL
Runs before any quote is sent to a prospect
Pricing Current?
Verify all SKUs match latest pricing sheet
Floor Design Attached?
Include visual configuration they created
ROI Calculation Included?
Show payback period based on their data
Next Steps Clear?
Calendar link for follow-up included
After: Demo Complete FOLLOW-UP
Triggers immediately after demo ends
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Send Recording
Demodesk recording link within 5 minutes
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Custom Floor Design
Create their specific layout configuration
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Information Request Form
PandaDoc template for technical details
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Book Next Meeting
Decision maker meeting within 48 hours
Before: Contract Send LEGAL
Final checks before sending agreement
⚖️
Terms Match Discussion?
Payment terms, timeline, deliverables
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Stripe Invoice Ready?
Payment link for initial hardware order
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Hardware Availability?
Confirm all items in stock
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Stakeholders CC'd?
Legal, technical, executive contacts
On: Objection Raised BATTLE CARD
Instant resources when facing pushback
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Competitor Mentioned?
Pull specific comparison chart
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Price Concern?
Show TCO calculator & case studies
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Technical Doubt?
Offer technical proof-of-concept
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Reference Request?
Connect with similar property client

Sales Insights

Performance metrics and analytics

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Connect your CRM to view insights

Pipeline analytics, win rates, and performance metrics will appear here

Quick Links

🎲 CardOpz App 📄 PandaDoc 💼 Pipedrive CRM 🎥 Demodesk 🛟 Support Portal 🚪 Logout
Last updated: v15.0 - July 2025