KanbanFin gets your sales organized
KanbanFin users close an average of 28% more deals after their first year
Full access. No credit card required.
How to use KanbanFin in 4 steps
1. Set up your KanbanFin stages
Your KanbanFin is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals.
2. Focus on sales actions
Instead of thinking about the finish line – the sale – focus on the actions that get you there. A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email or anything in between. Schedule plenty of activities and let KanbanFin remind you what to do next.
3. Set up your KanbanFin stages
Your KanbanFin is a visual representation of your sales process. It’s totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. Now you’re ready to fill it with deals.
4. Focus on sales actions
Instead of thinking about the finish line – the sale – focus on the actions that get you there. A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email or anything in between. Schedule plenty of activities and let KanbanFin remind you what to do next.
Over 350+ integrations
Expand the capabilities of KanbanFin with hundreds of apps and integrations
Over 350+ integrations
Expand the capabilities of KanbanFin with hundreds of apps and integrations
Manage leads and deals
Manage leads and deals
Manage leads and deals
Manage leads and deals
Manage leads and deals
Manage leads and deals
Make sales success inevitable with KanbanFin
Try KanbanFin free for 14 days. Full access. No credit card needed.
Try it free