Create unlimited, customizable pipelines based on your workflow to track and manage deals as they move through the deal stages
Sales Pipeline
Design your sales workflow using pipelines. Track and manage your deal as it moves through your deal stages until it is won or until the product is delivered
Purchase Pipeline
Create your purchasing workflow using pipelines. Manage purchases and get notified about deadlines and delays on a visual board
Deal Management
Manage deals on a visual board that keeps track of all deadlines, tasks, and delays and notifies you when something needs your attention
Sales Deal
Manage deals as you move them through the deal stages and get notified when a deal needs your attention. Track emails, conversations, tasks, and documents related to the deal from the deal view
Purchase Deal
Manage purchase deals on a visual board and get a notification when a deal is getting delayed. Track all data relevant to the deal, including documentation, conversation, and emails from the deal view
Order Management
Create unlimited, customizable visual boards to track and manage orders from the time it is closed until it is delivered. Get notified about shipment or delivery delays and track documents from the deal view
Sales Dashboard and Profitability Analysis
Track your deal profitability on a visual dashboard
Sales Deal
View the profit margin on a deal to see if you are hitting your sales target. Keep a tab on your deal costs
Purchase Deal
Keep a tab on your expenses and track itemized costs for your purchase on a visual dashboard
Conversation Insights & Email Tracking
Access emails, phone calls, and conversations on a timeline view
Email Tracking
Automatically link emails to contact records and access them on a timeline view along with other deal conversations
Likeability score
Use AI to rank customer happiness and focus on customers that need your attention
Custom Fields
Allow your team to record the information needed to move deals forward
Required Fields
Collect critical information for your business using required fields
Prioritized Fields
Never miss important information by placing important them on the top
Help Text
Improve the accuracy of the information you collect using Help text. Help text reminds your team what information to save
Document Management System
Store and attach documents and contracts to the deal. Get access to documents when you need them
Products
Manage products, including documents, such as spec sheets and pictures. Access a wide variety of pack sizes if your product needs one
Lead Generation Forms
Add prospects directly from your website into CreamSoda
Import Deals and Contacts
Import deals, contacts and products from a spreadsheet with the click of a button
14-day Free trial. Full access. No credit card required.
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.