Sales teams
Every Call Moves a Deal, or Books the Next One.A phone system for sales teams, with the pipeline and follow-up built in.
Reps call from the CRM, every call lands on the lead or deal, and new leads start their follow-up the moment they arrive. Stalled deals become a list, not a hunch. Targets show pace while there is still time to act, and a handover keeps every word that was said.
- Calls logged to every deal
- Same-day lead follow-up
- Targets with live pace
How a call moves through it
- A new lead landsImported, added or made by a call
- Follow-up startsFirst email out, a call task assigned
- Your rep callsFrom the record, logged automatically
- The deal movesEach stage carries its odds of closing
- Progress on targetPace shown against the month
What Goes Wrong Today, and What Changes.
Today
A deal untouched for three weeks looks just like one called this morning.
With Adoptiv
Each stage carries its own odds and every move is written down, so stalled deals are a list you can open.
Deals and pipelinesToday
A lead that comes in on Thursday afternoon gets its first call on Monday.
With Adoptiv
New leads start their follow-up as they arrive: the first email out and a call task on the right rep’s list.
Auto-enrollmentToday
Reps find out they are behind in the last week of the month.
With Adoptiv
Targets show how much of the month has gone and where the current pace lands, while there is time to fix it.
Goals and leaderboardsToday
When a lead changes hands, everything that was said leaves with the old rep.
With Adoptiv
Every call, text, email and change sits on the record in order, so the new owner reads it instead of asking.
Activities timelineSelling from One Screen in Three Steps.
Bring in Your Leads
Import your list, or let calls create leads as they come in. Duplicates are caught by email and phone.
Set the Follow-Up Once
Draw what happens after a lead arrives or a call ends: emails, texts, waits and call tasks.
Call, Log and Close
Reps call from the record, pick an outcome and move the deal. The next step books itself.
A Phone System for Sales Teams, Not Just a Dial Pad.
A phone system for sales teams is business calling built around the pipeline: reps call from the CRM, every call lands on the lead or deal, and every lead has a next step. Adoptiv is a CRM with built-in calling, so there is no second app to sync and no call that goes unlogged.
Speed to lead starts with auto-enrollment: a new lead can join a sequence the moment it is created, so the first email goes out and a call task lands on its owner without anyone building a list. That is lead follow-up that runs the same on a Thursday afternoon as on a Monday morning.
Deals and pipelines handle sales pipeline management: every stage carries its own odds of closing, and every move is written down with who made it, so the deals that have gone quiet are a list you can open. Sales call tracking is automatic: each call is saved with its direction, length, outcome and recording.
Goals and leaderboards set a number on a person or team and show pace while there is still time to act, and the sales leaderboard ranks people on targets met. That is how to stop deals going cold: make the quiet ones visible and the follow-up automatic. When you want to dial faster, preview, power and predictive dialing come with Dialer Plus.
A Sales Phone System with the Pipeline Built In.
Made for Teams That Sell on the Phone.
One Sales Phone System vs a CRM Plus a Phone App.
| What | A CRM and a separate phone app | With Adoptiv |
|---|---|---|
| Logging calls | A CRM and a separate phone app: Synced later, or typed in | With Adoptiv: On the lead or deal as the call ends |
| New leads | A CRM and a separate phone app: Called when someone notices | With Adoptiv: Follow-up starts the moment they arrive |
| Stalled deals | A CRM and a separate phone app: A feeling | With Adoptiv: A list, from the stage history |
| Handing over a lead | A CRM and a separate phone app: Ask the last rep | With Adoptiv: Read the record |
| Logins | A CRM and a separate phone app: Two apps to keep in step | With Adoptiv: One screen, one plan per seat |
Your Questions, Answered.
What should a phone system for sales teams include?
Business numbers, calling from the CRM, automatic call logging and a way to make sure every lead and callback is followed up. Adoptiv has all of it in one place, with an auto dialer on Dialer Plus.
Do reps need a separate dialer and CRM?
No. Calling is built into the CRM, so there is one screen and one login. Preview, power and predictive dialing come with Dialer Plus.
How fast are new leads followed up?
As soon as they arrive. A new lead can start a sequence the moment it is created, with the first email sent and a call task put on its owner.
Can managers see who is on pace?
Yes. Set a target on a person or a team for revenue, deals, calls, meetings or activity. It shows progress, the pace so far and where that pace lands by the deadline.
Can we book meetings during the call?
Yes. Book the meeting while the customer is still on the line, with a Zoom, Google Meet or Microsoft Teams link added to the invitation.
How do I stop deals going cold?
Make stalled deals visible and follow-up automatic. Every stage change is written down, so untouched deals are easy to list, and sequences put the next call on the owner’s list.
Is there a sales leaderboard?
Yes. It ranks people on targets met for revenue and deals closed, so several targets steadily hit count for more than one big one half done.
How does sales call tracking work?
Every call is logged to the lead with its direction, length, outcome and recording, and call analytics counts calls per rep over any dates you pick.
Can a lead wait in a team queue?
Yes. Assign a lead to a team or role and it waits there for whoever is free to claim it.
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