CRM & Pipeline

Organize and Track Your Leads Efficiently

Contact Management

Easily Store and Manage Contacts

Tracking and updating contact details is vital for maintaining effective customer relationships.

RuleFirst’s contact management feature ensures that you have the latest information at your fingertips. It allows you to track interactions, update contact details, and store important notes about each contact, ensuring a seamless flow of information across your sales team.

Pipeline Stages

Visualize and Customize Your Sales Process

A clear and customizable sales pipeline is essential for visualizing the journey of each lead

RuleFirst enables you to create multiple stages in your sales process, allowing you to identify where each lead is and pinpoint any bottlenecks. This feature helps in streamlining your sales process and ensuring that every opportunity is maximized.

Task Management

Stay on Top

Keeping track of tasks and follow-ups is crucial for closing deals.

With RuleFirst’s task management feature, you can assign tasks to team members, set reminders, and follow up with leads effectively. This ensures that no opportunity slips through the cracks and that your team stays on top of their tasks.

Analytics and Reporting

Optimize Your Sales Strategy

Understanding your sales activities and performance is key to refining your strategy.

RuleFirst provides detailed analytics and reporting tools that allow you to generate reports on various sales activities. By analyzing this performance data, you can optimize your sales strategy and improve conversion rates.

Connects with the tools you're already using

FAQ

Do you have a free trial?

Yes we have a free 14 day trial! We want you to test our product for yourself and see all the features we have.

How do I access the software?

You can access our software from browser and you can also download our ios app from the app store.

How many users can I have on my plan?

With both of our plans you can have unlimited users on your account.

How do I cancel?

If you don't like our product, you can cancel anytime. Just log in to your account and from your account settings you can select "cancel account". You'll have to pay the remainder of the month if you are on the monthly payment plan.