CRM features:

•   Deal creation & management
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  Deal Management

  Access the core tools you'd expect to stay on top of every opportunity:

  • Create and remove deals with ease
  • Link contacts and companies to deals
  • Add notes, tasks, and custom fields
  • Auto-capture email conversations
  • Track deal activity in a visual timeline
   
• ×

  Pipeline management

  Easily build and manage pipelines that match your sales process:

  • Create custom pipeline stages
  • Rearrange stages to suit your workflow
  • Drag and drop deals across stages in real time

    Pipeline management

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  Manage contacts

  Keep your customer records clean, connected, and easy to work with:

  • Manage contact and company data
  • Link contacts to their associated companies
  • Upload data with intuitive import tools
  • Explore and filter your customer records
  • Tag and sort data for targeted interactions

    Manage contacts

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  Sales hierarchies

  Create multi-level sales structures that reflect how your business operates. For example, set up sales regions, then group states under each region, and customers under each state.

  With Sailsy's hierarchy builder, you can easily configure these relationships — giving you powerful insights into sales performance at every level.

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  Task management

  Create tasks related to your deals and track them with ease — view tasks directly on each deal or from a central task page for a broader overview.

    Task management

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  Sales resources

  Upload and share sales resources your team can easily find and download. Reps can even personalize materials — like adding their name and contact details — in just minutes using a simple step-by-step wizard.

    Sales resources

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  Email integration

  Connect your Gmail, Outlook, or Microsoft 365 account to Sailsy so emails with customers are automatically synced and attached to the right deals — no manual effort needed.

    Email integration

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  Reporting

  Access all the essential reports you need to understand how your deals and sales pipeline are performing — from pipeline health to closed-won performance.

    Reporting

Incentive features:

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  Recognition Topics

  Set up recognition topics that track progress toward key goals — and celebrate success along the way. These can include:

  • Net new deals created per month
  • Deals closed each quarter
  • Fixed or percentage-based growth targets within a period of time
  • Successful upsells or product add-ons

  Highlight milestones that matter and keep your sales team motivated.

    Recognition Topics

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  Badges

  Award badges for key milestones and achievements — helping recognize and motivate your sales team. For example:

  • Closing 3 deals in a single week
  • Top earner in a team for the month

  Badges make success visible and fun to chase.

    Badges

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  Commission management

  Calculate how much commission a sales rep recieves when a key milestone is achieved.

    Commission management

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  Reward store

  Create custom reward stores featuring gift cards, merchandise, or exclusive items. Choose to manage your own inventory and fulfillment — or tap into Sailsy’s global reward partners who handle it all for you, seamlessly.

    Reward store

•   Global payments & rewards

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  Global payments & rewards

  Benefit from our trusted partners who can:

  • Source and fulfill everything from gift cards to branded merchandise and exclusive, money-can’t-buy rewards
  • Automatically pay commissions worldwide in 130+ currencies — no manual work needed

  Let your teams earn big, no matter where they are. 🌍

   

Everything from Motivate plus the following...

AI features:

•   Deal dive
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  Sales assistant

  Ask your AI assistant anything about your deals or pipeline — and get real-time insights. For example:

  • How many deals are linked to the SMG500 product?
  • Which open deals haven’t had any activity in the past month?

  No reports to build. Just ask and get the data you need.

    Sales assistant

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  Email summaries

  Set up regular emails that deliver clear, natural-language summaries of your sales performance — keeping stakeholders informed without needing to log into your CRM or sift through complex reports.

    Email summaries

Other inclusions:

•   Sales hierarchies
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  Product management

  Upload or create a list of products that can be linked to your deals — giving you greater visibility when reporting or asking your AI assistant how sales are performing against specific products.

    Product management

•   Connect with WhatsApp, Slack, and MS team
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  Messaging platforms

  Link your Sailsy account to WhatsApp, Slack, or Microsoft Teams and interact with your sales data and insights — right from the tools you use every day.

   
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