B2B & Services
Outbound prospecting that actually gets followed up
Inside-sales teams selling software, staffing or business services run long, multi-touch sales cycles.
Book a demoThe challenge
What slows teams down
- Prospect lists bought or built in spreadsheets
- Deals stall between demo and proposal
- Revenue forecasting is guesswork
List import
Import prospect lists with company and role fields.
Deal pipeline
Stages with win probability for a realistic forecast.
Integrations
Connect your website, billing or ERP through forms, webhooks and API access.
Example setup
How a b2b & services team configures it
A starting point — your admin can rename, add or reorder any of these.
Lead statuses
- New
- Connected
- Demo booked
- Proposal sent
- Won
- Lost
Custom fields
- Company size
- Industry
- Decision maker
- Current tool
- Budget
Key features
What b2b & services teams use most
Set up VM CRM for your b2b & services team
Send us a sample of your lead sheet — we’ll show it imported, distributed and in the calling queue.