DEAL & ACCOUNT INTELLIGENCE
Instant Clarity Across Accounts, Deals, and Territory
BucketCRM brings customer records, equipment ownership, quotes, and invoices together so sales teams can quickly assess account value, deal momentum, and next best actions — without digging through reports or spreadsheets.
Account Prioritization
See which customers represent the highest revenue potential based on equipment, history, and recent activity.
Deal Awareness
Understand where quotes and invoices stand across your territory so nothing stalls or slips through the cracks.