PH Deck

Users currently struggle with managing leads, sales pipelines, and opportunities separately outside of Microsoft Teams.

Drawbacks of the old situation:
- Lack of integration causes inefficiency and extra time consumption.
- Difficulty in keeping sales-related tasks organized and on track within the existing workflow in Teams.

Teams face challenges in managing well-being, leading to reduced productivity, high turnover, and low job satisfaction.

Small businesses often use generic CRM tools not tailored to their specific needs, facing high costs, complexity, and lack of industry-specific features.

Users receive calls on Microsoft Teams without instant caller identification and CRM integration, leading to inefficient call handling and lack of context during interactions.

Marketing teams and agencies face messy processes, communication bottlenecks, and difficulty tracking progress on marketing campaigns.

Managers struggle to efficiently organize and manage their teams, tasks, projects, and notes in one place

Users manage sales pipelines and tasks with separate tools outside Gmail, facing inefficient workflows and lack of real-time collaboration due to fragmented systems.

Users need to manually send form submissions to Microsoft Teams channels, which is time-consuming and prone to errors.

Door-to-door and field sales teams use generic CRMs with bloated features and per-user pricing, leading to high costs and inefficiency in managing field operations.

Users rely on outdated or cumbersome systems for managing customer relationships and sales processes, which can be inefficient.

Drawbacks include difficulties in handling sales data effectively and managing pipelines and automating tasks, leading to loss of sales opportunities and increased workload.