Your Sales Pipeline, Simplified

Streamline your sales process and move opportunities forward, turning leads into customers.

Easy to use, easy to track, easy to close

Explore the tools and features Yooma
provides to boost your business

Opportunity & Pipeline Management

Gain a deeper understanding of your customer relationships and remove the manual effort from day-to-day operations.

With powerful automation tools and intelligent insights built into your CRM, your team can stay focused on what matters – engaging customers at the right time, with the right message.

Track behavioral patterns, flag at-risk accounts, automate repetitive tasks, and build custom reports that surface the metrics that matter. Scale your customer engagement while staying one step ahead.

Lead & Deal Tracking

Track leads, prospects, and deals throughout their lifecycle with clear status indicators and ownership assignments.

Custom Sales Pipelines

Create personalized sales pipelines tailored to your business processes, stages, and deal types.

Stage-Based Actions

Trigger specific actions, reminders, or alerts when a deal reaches a particular stage to stay proactive.

Deal Scoring & Prioritization

Use customizable scoring criteria to identify hot opportunities and focus on deals that matter most.

Multiple Pipelines Support

Run parallel pipelines for different teams, markets, or product lines without losing visibility.

Pipeline Kanban View

Get a visual, drag-and-drop interface to manage deals across every stage with real-time updates.

Conversion & Win Rate Metrics

Measure how efficiently your team moves leads through the funnel, with insight into drop-off points.

Lead Source Attribution

Track which marketing or referral channels drive the most qualified leads and conversions.

Sales Productivity & Automation

Accelerate your sales cycle by reducing manual effort and guiding reps through every step with built-in intelligence.

Powerful automation designed to streamline repetitive tasks, ensure timely follow-ups, and help your team focus on closing deals.

From lead assignment to automatic enrichment, every touchpoint is optimized for productivity, enabling faster response times, better customer experiences, and more consistent results across your sales team.

Lead Assignment

Easily distribute leads to the right sales reps based on availability, territory, or custom rules.

Follow-Up Reminders

Never miss a beat with automated nudges and reminders for critical next steps.

Email Templates & Sequences

Send consistent messaging with reusable templates or timed sequences for outreach and nurturing.

Call & Meeting Logging

Log conversations, add notes, and collaborate with your team in a centralized timeline.

Smart Suggestions & Next Steps

Receive AI-powered prompts based on deal stage, engagement signals, and activity history.

Auto-Enrichment of Lead Data

Fill in gaps with automatic company and contact details pulled from external sources.

Generate Quotes

Quickly create and share branded quotes and proposals directly from your pipeline.

Track Tasks and Meetings

Stay organized with a synced view of all your activities, tasks, and scheduled meetings.

Reporting & Forecasting

Turn sales activity into actionable intelligence. Unlock deeper visibility into your sales performance with comprehensive reporting and forecasting tools.

Empower sales leaders and reps alike to stay on top of targets, understand performance drivers, and anticipate future outcomes.

With real-time dashboards, custom sales reports, and advanced forecasting models, you can confidently track pipelines, monitor conversion rates, and fine-tune strategy with confidence.

Sales Pipeline Reports

Visualize deals by stage, track bottlenecks, and understand pipeline movement over time.

Revenue Forecasting

Predict revenue with greater accuracy using historical trends and current deal progress.

Team Performance Dashboards

Compare metrics across reps and teams, including win rates, response time, and activity volume.

Custom Report Builder

Build and share tailored reports across any metric, filter, or segment relevant to your sales goals.

Business Outcomes That Matter

+42%

More Accurate Forecasts

Real-time pipeline data gives you the clarity to forecast sales revenue more precisely.

+29%

Sales Productivity

Teams using CRM and Sales tools work and close more deals, faster and smarter.

Simple Steps to Boost Sales

One Platform
for your
Entire Business

CRM

Manage customer relationships end to end.

Customer Service

Resolve customer issues and boost retention.

Business Intelligence

Analyze business performance and stay ahead.