Seven20
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Empower your sales functions, with the world’s #1 CRM.

Discover Seven20s CRM features that will accelerate your sales growth.

Seven20 CRM interface showing a client contact record with client details and alongside the activity box displaying communication history, upcoming tasks and overdue actions for recruiters.

Sales Enablement/Business Development

Arm your consultants with the tools they need.

Generate more business with the World’s #1 CRM Platform

  • Sales automation
  • Create client contact from anywhere
  • Custom call scripts
  • Email templates
  • Guidance for success
even20 CRM Kanban view showing accounts and contact management, with each client organised by stage in the recruitment process.

Accounts / Contact management

Relationships are key.

Making sales isn’t just about building relationships, they also come from maintaining them.

  • Client contact scoring
  • Relationship grading
  • Automated contact sequencing
  • Account tiering
  • Account ownership
  • Contact relationships/hierarchies
Seven20 CRM Kanban view of pipeline management, visualising potential revenue in each stage including Lead, Working, and Opportunity.

Pipeline Management

Work the way that works best for you.

Visualise the data in the way that resonates with you the most.

  • Kanban
  • List / table view
  • Split view
  • Automated reminders
  • Advanced filter logic
Seven20 CRM forecast showing expected billing by month, visualising projected revenue trends for recruitment operations.

Forecasting

Looking forward.

If you’re interested in scaling, knowing when and where revenue is coming from is essential.

  • Forecast revenue expected in the future
  • Apply probability of success along the way
  • Foresee red flags on deals before they happen in order to intervene and ensure success
  • Motivate your sales team with healthy competition
Seven20 CRM Chatter box showing real-time collaboration tools for sales teams to communicate and coordinate easily.

Sales Collaboration

Sales teams collaborate with ease.

A seamless handover from sales to delivery

  • Job lead conversion
  • Accurate data
  • Include the right team members at the right time
  • Collaborate with other departments using chatter
Three Seven20 CRM dashboards showing revenue reporting, job lead sources, conversion rates, key performance indicators (KPIs), and targets for recruitment performance tracking.

Building Reports / Dashboards

In our quest for perfecting processes, we have to learn from the past.

By leveraging Salesforce reports and dashboards you can measure where you are successful, and where you need to improve and then take action.

  • Revenue reporting
  • Job lead sources
  • Conversion rates
  • KPIs
  • Targets

Product features

Account tiering

Email templates

Pipeline forecasting

Automated contact sequencing

Task Manager

Mass emails/mass spec CVs

Spec CVs

Relationship grading

Client contact scoring

Sales Pipeline

Job Leads

Guidance for success

Want to hear more about our CRM?

Book a Demo

Book a Demo