Sales and opportunities

Manage customer relationships from suspect to customer. Keep track of conversations, documents, activities, opportunities and sales.

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Dashboard and Sales Pipeline

Every user gets a personal dashboard. This dashboard displays the sales pipeline or a marketing schedule. Essential sales information at a glance.

Dashboard and Sales Pipeline

Sales target

Improve your forecasting and the qualityof your pipeline, so you can close more deals. 

Sales target

MailChimp integration

Integrating Yoobi and MailChimp means you can easily import content and credentials from Yoobi. Learn how your campaigns affect your business.

MailChimp integration