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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance.
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Sales Ask helps me coach my reps with data backed insights with specific feedback on their meeting conversations - this is helping them close more month over month
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