Dock 365 is a customer relationship management (CRM) solution that enables businesses to streamline processes related to contact information management, sales, deal closures and more. Professionals can generate interactive reports to monitor the progress of deals and facilitate decision-making processes. Dock 365 allows businesses to add contact information, such as name, job title and relevant documents or fields and assign tasks to team members. It helps users update tasks, calls and emails for active deals and track changes such as closing, date or amount, improving visibility across the organization. Additionally, managers can utilize the quotes stage funnel to monitor potential client status and view all statuses for won, lost and ongoing deals on a centralize...
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