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Everything a sales rep needs. Nothing they do not.

Six groups of features, all in one place.

Start with Being Pillar →
Set up and adoptFollow upCaptureFindQuote and agreeManage

Set up and adopt

Setup from documents, format questions, roles and teams, install on the phone.

Read the guide: A checklist for CRM adoption →

Follow up

Today list, ready messages, cadences, snooze, evening clean-up, weekly clean-up.

Read the guide: Designing a follow-up cadence →

Capture

Business card scan, event follow-up pack, bulk upload, paste to lead, web form.

Read the guide: Event follow-up timing →

Find

Find people by role with a source for every name, checked emails, lists, import.

Read the guide: Building a lead list in India →

Quote and agree

Quotes in Word, PowerPoint and Excel; agreement drafts; renewal dates.

Read the guide: Quote mistakes that lose deals →

Manage

Team dashboard, rep activity, reassign leads, do-not-contact, audit log.

Read the guide: Running a weekly pipeline review →

See it with your own documents.

Start with Being Pillar