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Everything your sales team needs

Pipeline management, contact tracking, analytics, and automation — built for teams that value simplicity.

PIPELINE

Visual deal management

See your entire sales process at a glance. Drag deals across stages, set priorities, and know exactly where every opportunity stands.

  • Customizable stages for any sales process
  • Deal scoring and prioritization
  • Revenue tracking and forecasting
  • Activity scheduling and reminders
Pipeline Management
Contact Management
CONTACTS

Know your customers better

Every email, call, and note in one place. Get a complete picture of each contact so you never miss context.

  • Unified contact timeline
  • Tags, filters, and smart segmentation
  • Bulk import and export
  • Company and contact linking
ANALYTICS

Decisions backed by data

Dashboards and reports that show you what's working. Understand your team's performance and optimize your sales process.

  • Custom dashboards and charts
  • Team performance overview
  • Win/loss analysis
  • Export to PDF, Excel, or CSV
Sales Analytics
Automation
AUTOMATION

Less admin, more selling

Automate follow-ups, task assignments, and notifications. Your team spends time on relationships, not data entry.

  • Automated follow-up emails
  • Task assignment rules
  • Custom workflow triggers
  • Email and activity reminders

Ready to get started?

Try Yektra free and see how it fits your workflow.

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