Company Setup

Who are you and what do you do? Quickly and easily get your Breeze account up and running.

Products

You can't convert a lead if you don't know what you're selling. Add (or remove) sales products and services to keep track of what's flying off the shelves and who is buying.

Customers

Once you've qualified a lead, you need to have the ability to effectively manage your clients.

Keep track of your biggest supporters and highlight those that need a little more attention.

Deals

What is the value of every sale? Who is buying? How close are you to converting the status to "sold"?

Stay on top of your sales by linking each transaction to the relevant client account.

Contacts

It's not what you know, but who. Business is build on the people you deal with, so make sure that your contacts updated and linked to the correct account and deals for easy tracking follow-ups.

Reports & Analytics

Optimise your business by understanding your workflow, pipeline, and conversion patterns.

Breeze produces a range of reports to help you make informed decisions based on a range of metrics.

Billing

Start managing your customers with Breeze's no obligation. Choose a cost-effective monthly or annual payment plan to suit your business