Customer Relationship Management (CRM)
CRM Module in DOCCO — manage leads, contacts, deals, and sales pipelines. Analyze sales performance and build forecasts for sustainable growth of your business.
Dashboard
Dashboard — your sales command center: deals, leads, revenue, and team performance at a glance, tailored to your role.
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Leads
Leads is the starting point of your sales pipeline. Add potential clients, track their source, priority, and current status. Keep phone, email, Telegram, and social media contacts all in one place.
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Deals
Deals is a sales pipeline module that tracks every opportunity from lead conversion to closure, moves deals through stages, and delivers real-time analytics on team performance.
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Sales Pipeline
Sales Pipeline is DOCCO's customer relationship management tool designed to manage the entire sales process, including deals, leads, and contacts tracked stage by stage in a centralized location.
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Products
Products is a unified catalog of goods and services for your sales team, letting you manage each product with its price, currency, and assigned owner — all in one place.
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Sales Plan
Sales Plan — set revenue targets at company, department, team, and individual level, then track execution from one place.
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Analytics
Analytics — compare any two periods side by side, track 9 core KPIs, and export detailed sales reports in seconds.
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