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CRM | Sales motion

Turn every lead into a clear next action.

Agents log calls, schedule follow-ups, apply dispositions, and progress deals, with a timeline that supervisors can coach against.

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See it in context

The business problem

Sales teams rely on memory and scattered notes. Follow-ups are missed, dispositions are inconsistent, and managers cannot see whether agents are working the right leads at the right time.

How TradePacer CRM solves it

CRM activities and tasks live on the lead and opportunity timeline. Dispositions drive status changes; qualified records become deals with catalog plans. Won opportunities convert to customers in one governed step.

Key workflows

How teams use Sales & Follow-ups

  1. 01

    Log activity

    Record calls, notes, and meetings on the lead or deal timeline with timestamps and author.

  2. 02

    Schedule follow-up

    Create tasks with due dates. Reminders keep the next action visible in the agent workspace.

  3. 03

    Apply disposition

    Outcomes such as follow up, qualified, or disqualified update lead status according to your lookup configuration.

  4. 04

    Progress deal

    Opportunities carry plan line items through stages until marked won or lost.

  5. 05

    Convert

    Won deals create customer records; leads reach converted status and sales work on that lead is complete.

From call to conversion

Opportunity items reference catalog plans at the quoted price. Contributor attribution splits credit across agents when configured.

Connected in the platform

Works with the rest of your operation

Lead Management Before qualification Client Management After mark won Reports & Analytics Team productivity

Role & use case

Built for sales agents

Agents manage their assigned pipeline within OWN scope. Team leaders view team-scoped activity and coaching reports without crossing into unrelated records.

Frequently asked questions

Can tasks send reminders?

Scheduled follow-up tasks can trigger reminder notifications through the communications module when configured.

What happens when a deal is won?

The opportunity is marked won, a customer record is created or linked, and the originating lead moves to converted status.

Are multiple agents credited on a deal?

Sales contributor roles such as primary, assist, and team lead can split attribution on opportunities and payments.

See Sales & Follow-ups in a live demo

Walk through these workflows with our team, tailored to your modules and roles.

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