Frequently Asked Questions

SalesPeep can be used by businesses of different sizes and industries, including sales teams, service businesses, consultants, agencies, and organizations that need a centralized CRM.

Yes. SalesPeep helps manage the sales journey from lead capture and assignment to follow-ups, deal management, proposals, reporting, and customer communication.

Yes. SalesPeep helps reduce repetitive manual tasks, organize customer information, automate follow-ups, and provide visibility into sales activities so teams can work more efficiently.

Yes. SalesPeep provides features such as customizable pipelines, role-based permissions, reminders, and other CRM capabilities that can be configured to support your business workflow.

Round Robin Assignment automatically distributes incoming leads among your sales team members, helping balance workloads and ensure every lead has an owner.

SalesPeep assigns new leads to team members based on your configured rotation rules, reducing manual assignment and helping your team respond faster.

Yes. You can easily add or remove team members from the assignment rotation as your sales team grows or changes.

Yes. SalesPeep lets you track lead ownership so you can see which team member received each lead and monitor distribution across your team.

It reduces manual lead distribution, balances workloads, and helps ensure leads are assigned quickly so your sales team can focus on follow-ups and conversions.

The SalesPeep Gmail Chrome Extension helps you manage CRM activities directly from Gmail without constantly switching between your inbox and CRM.

Yes. You can sync relevant email conversations with SalesPeep to keep customer communication and CRM records organized in one place.

Yes. The extension helps you access relevant CRM information while working in Gmail, making it easier to manage contacts, leads, and conversations.

Yes. It helps streamline email tracking and CRM updates so your team can spend less time entering information manually.

Sales representatives, account managers, and teams that frequently communicate with leads and customers through Gmail can use the extension to keep email activity connected with CRM workflows.

Email Sequences help you automate a series of personalized follow-up emails so leads and prospects receive timely communication throughout the sales process.

Yes. You can create automated email sequences to follow up with leads consistently without sending every message manually.

Yes. SalesPeep helps you monitor email activity and engagement so your sales team can understand how prospects interact with their messages.

Yes. You can personalize your email content while automating follow-ups, helping your outreach remain relevant and professional.

Email Sequences help maintain consistent communication, reduce missed follow-ups, save time, and keep prospects engaged throughout the sales process.

The AI Sales Assistant helps sales teams streamline everyday sales activities by providing intelligent assistance for managing leads, follow-ups, and customer interactions.

AI can help your team save time on repetitive sales activities, organize information, and focus more on meaningful customer conversations and opportunities.

Yes. It can support your follow-up workflow by helping your team stay organized and take timely action on sales opportunities.

Yes. AI assistance can reduce time spent on repetitive tasks and help sales representatives focus more on prospect engagement and closing opportunities.

Yes. It can help small teams reduce repetitive work, stay organized, and manage more sales activities without adding unnecessary complexity.

SalesPeep Lead Management helps you capture, organize, track, and manage leads throughout the sales journey from initial contact to conversion.

Yes. You can track lead status, ownership, activities, and follow-ups to understand where each lead stands in your sales process.

Yes. Centralized lead information, reminders, assignments, and follow-up tracking help your team stay on top of opportunities and reduce missed leads.

Yes. SalesPeep helps bring lead information into one centralized CRM environment so your team can manage prospects more efficiently.

SalesPeep gives your team better visibility into lead activity, ownership, follow-ups, and sales progress, helping representatives take timely action on qualified opportunities.

The Deal Pipeline provides a visual Kanban-style view of your sales opportunities, making it easier to track deals as they move through different stages.

Yes. You can visually organize deals by sales stage and move them through your pipeline as opportunities progress.

Yes. The visual pipeline gives your team a clear view of deal stages, helping you monitor progress and identify opportunities that need attention.

Yes. You can configure pipeline stages to match your sales process and give your team a workflow that fits your business needs.

A Kanban pipeline provides a simple visual overview of opportunities, helping teams understand deal progress, identify bottlenecks, and prioritize the right opportunities.

RFP Management helps sales teams organize, track, and collaborate on requests for proposals throughout the response process.

Yes. You can organize RFP activities and deadlines to help your team stay aware of important submission dates and next steps.

Yes. SalesPeep helps teams coordinate RFP-related information, documents, and activities so everyone can stay aligned during the response process.

Yes. Relevant documents and information can be organized alongside RFP activities, making it easier for teams to access the resources they need.

SalesPeep centralizes RFP information and related activities, helping teams reduce scattered communication, improve coordination, and respond more efficiently.

SalesPeep Reports & Analytics helps you monitor sales activities, leads, deals, pipeline performance, and other important CRM metrics.

Yes. Reports and analytics help you understand team activity, sales progress, and performance so you can make informed business decisions.

Yes. Sales data and performance insights can help you identify slow-moving deals, gaps in follow-ups, and areas that need attention.

Yes. Sales reports provide useful visibility into performance and trends, helping managers make informed decisions based on CRM data.

CRM reports provide visibility into sales performance and customer activity, helping teams make data-driven decisions and improve their sales process.

Yes. The SalesPeep mobile experience helps sales teams stay connected with CRM information and manage important sales activities while on the go.

Yes. You can access and manage important lead information from your mobile device, helping you stay productive outside the office.

Yes. The mobile experience gives you convenient access to important CRM information so you can stay updated wherever you work.

Yes. Mobile CRM access allows sales representatives to stay connected with important customer and sales information while working remotely or traveling.

Yes. Mobile access helps field sales representatives stay connected to leads, deals, customer information, and sales activities while meeting customers.

Smart Reminders help sales teams remember important follow-ups, tasks, meetings, and customer activities so important actions do not get overlooked.

Yes. You can set reminders for follow-ups and other sales activities to help ensure leads receive timely attention.

Yes. Smart Reminders help your team keep track of upcoming tasks and follow-ups, making daily sales activities easier to manage.

Yes. Reminders can help sales representatives stay aware of important meetings, tasks, follow-ups, and other customer-related activities.

By keeping important tasks and follow-ups visible, reminders help sales representatives stay focused, respond on time, and reduce missed opportunities.

Role-Based Permissions let administrators control what different users can access or manage based on their roles and responsibilities within the organization.

Yes. You can define access permissions according to user roles, helping ensure team members only access the information and functionality relevant to their responsibilities.

Yes. Administrators can configure permissions to support different teams, roles, and responsibilities across the organization.

Yes. Role-based access allows organizations to assign different permissions based on each user's responsibilities and level of access required.

Role-based access helps limit unnecessary access to sensitive CRM information and supports better control over how data is viewed and managed.

Document Sharing helps teams organize and share important sales documents with the right people while keeping relevant information connected to CRM activities.

Yes. You can share relevant documents with team members to improve collaboration and keep everyone working with the information they need.

Yes. Sales teams can share relevant documents as part of customer conversations, deals, RFPs, and other sales activities.

Yes. Centralized document sharing makes it easier for sales teams to exchange important files and keep relevant documents accessible during customer and deal activities.

Centralized document sharing makes it easier for teams to access and exchange important files, reducing scattered information and improving collaboration.