Take a tour of Funnela

Look how it looks and what it can do for you

Deals

Monitor and increase your sales

Add new sales and control those already existing. Define your own stages of sales.
Group sales and share them with other employees. Start selling more!
Deals module view
Deal stages
Prepare your own stages of sales and modify them freely
Sales groups
Categorize and share deals with other users
Shared groups
Work on sales together with other employees
Deals list
Control the current sales and sort them according to needs
Deals details
Get the details on your sales

Contacts & CRM

Be up to date with your customers' cases.

All information about your activities with the customer is in one place.
Funnela contains a simple and functional CRM, which is easy to use and does not require a stack of documentation.
When a customer rings, a glance is enough to know how and what to talk about.
Main view of address book
Search
Search for contacts and any related informations
Groups
Create groups of your customers
Customer data
Add contact information to your customers
Shared contacts
Attach any contacts shared inside your company
Contact list
Contact list from selected group
Activity panel
Add events associated with your customers (phones, transactions). Be up to date when they call.
Side menu
Add notes, calendar events and tasks related to your customers.

E-mail

Receive and send messages and connect them with other information.

You can attach notes to your e-mails to better know what needs to be done.
Tags will help categorize your content, and smart folders will display the message according to a certain criteria.
Main view of email
Search
Search for any message and conncted information (notes, tasks)
Folders
Prepare a folder structure for your messages
Shared folders
Attach any folders shared inside your company
Message viewer
Show messages from your customers
Messages list
List of your messages
Message header
All important informations related to the selected message
Side menu
Attach notes, events calendar, and tasks to your messages

Additional e-mail features

E-mail templates | Tags | Messages automators | Folders automators
Inteligent spam filter | HTML/Plain text editor | Drag and drop | Context menu

Calendars

Plan your events and organize mettings.

Plan meetings and events in your or shared calendars.
One glance at your collaborator's shared calendars will allow you to save phones and unnecessary questions.
Main view of calendar
Search
Search for any calendar event
Your calendars
Plan mettings and events
Shared calendars
Attach calendars shared inside your company. Be up-to-date with your collaborators' day plan.
Event details
Informations conected with selected calendar event.
Side menu
Add notes, calendar events and tasks to your planned events.
Month view
Browse your scheduled events and events of your collaborators.

Tasks

Prepare tasks and get-them-done.

Clear list of tasks will help you get tasks done step-by-step.
You can easily connect tasks with your e-mails or customers.
Main view of tasks
Task lists
Prepare task lists and get them done
Shared tasks
Attach any task lists shared inside your company.
Filters
View the task that interests you the most
Task list view
List of tasks form selected group
Side menu
Add notes, e-mails and calendar events to your tasks
Task details
View tasks details, see with which customer they are connected and who is responsible for them.

Dashboard

Have a look at activities in your company

Dashboard lets you be up-to-date with information on your activity in the system.
You will get some basic information, list of your outstanding and upcoming tasks and events.
Additionally there is a history of your and your colleagues' activities.
Main view of dashbord
Summary
Know number of unread messages, upcoming tasks and events
Tasks and events
Be up-to-date with outstanding and upcoming tasks and events
Timeline
Track events in your company and things that you are involved in
COMING SOON!
We'll introduce new modules for dashboard

Combine information

Feel free to combine your information as you like

Funnela lets you combine information from different modules.
Attach notes and tasks to e-mails, add events and tasks to your customers.
After selecting a customer from the contacts list you will see all your notes, tasks and upcoming meetings.
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Notes list
Here you can find all notes combined with your mail, customers and events. You can also find here a list of your tasks and upcoming meetings.
Intuitive interface
Simple, intuitive approach to the problem of combining information.
Side menu
Add notes to e-mails, combine tasks and events with customers. Side menu is a simple and intuitive way to organize information in your company.

Information sharing

Share information instead of making excess copies.

Funnela allows you to share information with selected people in the company.
No more sending hundreds of messages and making redundant phone calls.
Graphic illustration of sharing
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