MakeMyCEO - Sales System

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MakeMyCEO

Visibility

Total Control

Pipeline

Clear Movement

Forecasting

Revenue Confidence

Automation

Effortless Follow-ups

Sales is not only about closing deals—it’s about maintaining consistent relationships. But when leads are spread across emails, calls, and spreadsheets, follow-ups get missed, deals slow down, and customer trust weakens. The MakeMyCEO Sales System brings every interaction into one structured system, helping your sales team stay organized, respond on time, and deliver a professional experience to every customer.

Leads

A lead may show interest once—but without timely follow-ups, that interest fades quickly. Leads can come from websites, referrals, campaigns, or emails, and missing even one can mean lost business. The MakeMyCEO Sales System brings all incoming leads into a single, organized flow. Every call, message, and note is tracked in one place, so your team always knows the exact status before reaching out.

Deals

Deals rarely close in one step—some move fast, while others need weeks of consistent follow-ups. Without clear visibility, sales teams waste time understanding deal status and next actions. The MakeMyCEO Sales System organizes every deal in a visual pipeline. With flexible stages and drag-and-drop flow, teams quickly spot progress, delays, and focus on the right opportunities.

Contracts

Customers expect continuity, not repeated questions. Searching through emails or notes breaks that experience and slows sales. MakeMyCEO keeps every contact connected to their deals, calls, emails, and past interactions. This ensures your team always has full context before reaching out—so conversations feel informed, professional, and seamless every time.

Organization

Many sales opportunities involve more than one decision-maker. When conversations are spread across people and teams, context gets lost. MakeMyCEO maintains a single, unified view for each organization—linking all contacts, active deals, and previous interactions together. Even when multiple team members are involved, everyone works with the same complete picture of the customer.

Ever lost a deal because a follow-up was missed? Or annoyed a customer by asking for the same details again? The MakeMyCEO Sales System solves this by bringing every customer interaction—calls, emails, and messages—into one shared workspace. Your team stays aligned, conversations stay consistent, and customers experience smooth, professional communication every time.

Email Communication

Sales conversations involve frequent replies and follow-ups, but scattered inboxes cause lost context. MakeMyCEO links every email to the right lead or deal, keeping conversations organized. Reusable templates help teams respond faster while maintaining clarity, relevance, and a personalized customer experience.

Call Logs & Tracking

Calls move deals forward only when details are captured correctly. MakeMyCEO records call activity and supports manual logging when needed. Notes stay linked to each deal, ensuring the entire team understands discussion history and clearly knows the next steps.

Comments & Mentions

Sales often needs quick team inputs, but emails and messages slow progress. MakeMyCEO enables comments and mentions directly on leads and deals, keeping discussions connected. Teams collaborate faster, stay aligned, and move opportunities forward without breaking sales momentum.

Notifications

Staying updated shouldn’t require constant checking. MakeMyCEO keeps teams informed with timely notifications for lead assignments, deal updates, and required actions. Everyone knows exactly when to step in, respond, or move a deal forward—allowing sales teams to focus on meaningful conversations and consistent closures.

Every business follows a different sales process, yet many CRMs force teams into fixed structures. Unnecessary fields, missing information, and rigid workflows slow execution. MakeMyCEO puts you in control—allowing you to customize fields, stages, and workflows easily, without technical dependency or added complexity.

Custom Fields

Every business tracks different information. Some need industry type, deal size, or preferred contact time, while others don’t. MakeMyCEO lets you add custom fields to leads and deals, adjust dropdown options, and capture only the data that truly matters—so your sales records stay relevant, clean, and meaningful.

Custom Actions

Repeating the same steps every day slows sales teams down. Updating deal status, sending quotes, or closing lost leads shouldn’t require multiple clicks. MakeMyCEO offers one-click custom actions for common tasks, reducing effort and helping teams spend more time selling instead of managing screens.

Quick Entry Forms

Not every lead needs full details at the start. Often, a name and contact number are enough to begin. MakeMyCEO lets you customize quick entry forms to capture only essential information, making lead and deal creation fast, simple, and friction-free for busy sales teams.

Some parts of sales need human focus—negotiations, trust-building, and closing deals. Others just need to happen on time. Lead assignments, follow-ups, and task tracking shouldn’t slow your team down. The MakeMyCEO Sales System handles routine actions automatically, so your team stays focused on what truly drives revenue.

Service Level Agreements (SLA)

Customers expect quick responses, and delays cost deals. Define clear response timelines, monitor deadlines, and ensure every inquiry gets timely attention. If a follow-up is at risk, the system flags it early—before opportunities slip away.

Smart Assignment Rules

Deciding who handles a new lead shouldn’t slow sales down. Whether assignment depends on region, workload, or deal type, manual routing causes delays. MakeMyCEO automatically assigns leads and deals based on your rules, ensuring the right person takes action instantly.

Task & Follow-up Management

Every opportunity comes with calls, meetings, and follow-ups. When tasks live across emails and notes, important actions get missed. MakeMyCEO lets teams create, assign, and track tasks directly within leads and deals—keeping priorities clear and execution on track.

Sales moves quickly, and time shouldn’t be lost navigating messy lists. Every salesperson views opportunities differently—by stage, industry, deal value, or last interaction. MakeMyCEO lets you shape your views your way, so the most relevant information is always visible, actionable, and easy to focus on.

Saved Views

Stop setting the same filters again and again. Create Saved Views with your preferred filters, sorting, and columns, so the exact list you need is always ready. Just open the view and start working—no repeat setup, no wasted time.

Public Views

Some views are personal, others are meant for the whole team. Managers track key deals, sales teams focus on new leads, and account managers monitor renewals. Public Views make sure everyone sees the right data instantly, without configuring anything.

Pinned Views

Certain lists matter every day—priority deals, overdue follow-ups, urgent leads. Pin these views to the sidebar and keep them always visible. No searching, no digging—just one-click access to what needs attention now.

Sales conversations happen across emails, calls, and messages—and keeping them connected shouldn’t be difficult. MakeMyCEO CRM integrates with the tools you already use, ensuring every lead, deal, and interaction stays linked automatically without extra effort.

ERP Integration

Closing a deal is only the beginning. Once a customer is confirmed, invoicing, order processing, and account setup must follow without delays. MakeMyCEO CRM connects seamlessly with your ERP system, allowing quotations, customer records, and orders to flow directly from deals. No duplicate data, no system hopping—just a smooth transition from sales to operations.

WhatsApp Integration

Not every deal moves forward through email. Sometimes, a quick WhatsApp message makes all the difference. MakeMyCEO CRM lets you send and receive WhatsApp messages directly from leads and deals, keeping every conversation linked and traceable. No scrolling through chat histories—everything stays exactly where it belongs.

Call Integration

A short phone call can change the outcome of a deal—but only if it’s properly recorded. MakeMyCEO CRM enables click-to-call and automatic call logging, ensuring every discussion is captured. From negotiations to follow-ups, teams can always review what was said and what comes next.

Advanced Call Tracking

Using external calling systems? MakeMyCEO CRM integrates with leading telephony tools, allowing agents to place calls, log conversations, add notes, and track follow-ups—all from one screen. Every interaction stays structured, visible, and easy to manage, so nothing gets lost between conversations.

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