The activity board creates clarity

What matters now

Never let a case slip with visual Boards and smart filters on what matters now. The activity board keep you focused on actions to close cases. Smart filters highlight what to do now or in any preferred time period.

Get smart support

20NINE tells you if you fall behind and what action to focus on next. Receive alerts on slow-moving deals learned from your usual cycle. Insights will coach you on what deals are needed to reach your target

Multiple process types

Option 1: Stages with automatic probability

For processes that have clear stages and need the probability automatically assessed based on the progress of the deal. As the case progresses through the stages, the probability value is automatically updated to match for the stage the deal is in

Option 2: Stage Based process with manual probability

For cases that have a number of stages in the customer journey but the probability is assessed by the responsible. Simply move the case through process stages with drag & drop and set the probability for the case to close manually.

Option 3: Check list process with Automatic Progress

For customer journeys that demands specific process activities are completed before a case is closed. The check-list process automatically updates the probability value as you complete the activities.

Option 4: Check List process with Manual Probability

For processes that require specific actions to be completed before the case can progress with a probability value for the case to close manually assigned by the responsible.

Separate prospects and deals

Qualify

Add your prospects from LinkedIn, Outlook, Gmail, .CSV and convert to deals. Get the conversion rates in your Insights section.

Focus matters

Create focus by only adding qualified case to the section. Makes it clear what needs your attention now.

The activity board also support…

Search

Search and find based on products, customers etc. Add processes for different industries, geographies, the list goes on.

Favourites

Flag special cases that you want to focus on the most. Add them to your favourite list and ensure they are immediately to hand.

Export to Excel

Search & filter your activity board as you need and export the data to Excel. Export both in progress and completed cases for any period