Lightweight visual CRM

Where did we leave that proposal?

The client calls back and the estimate is somewhere in your inbox. Record the company, amount and opportunity stage in GGyess so you can return to the conversation with the details in front of you.

Start for free See how it works

Company contact fields alongside the value, stage and expected close date of a new lead. — The opportunity form includes the contact, estimated amount, stage and expected close date.

Step by step

Plan your next conversation while the details are fresh

Create the person or company record.
Add a lead with its contact, stage, estimated value and owner.
Schedule the next call or follow-up task, then update the opportunity after the conversation.

Appointment settings with personal and shared agendas and weekly availability.

Lightweight visual CRM

In day-to-day work

The person behind the account

Link a contact to their company and record what matters in the notes. A teammate can take the next call knowing who they’re speaking with.

Know where a deal stands

Record the contact, estimated value and stage of each opportunity. The next follow-up starts with a clear picture of the deal.

A time set aside

Set a date and duration and add the contacts taking part. You can find the appointment again on the calendar when planning the week.

Before you start

A few good questions.

What does the estimated value represent?

It’s the amount you expect if the sale goes through. Update it as the deal develops and handle invoicing in your financial system.

Can I bring in an external calendar?

GGyess offers Google Calendar and Microsoft Calendar connections. Your account connection, selected spaces and sync settings determine what is included.

GGyess WorkSuite

Pick up the proposal where you left it.

Start on the free plan. Invite your team when you’re ready.

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