Commence

commence.com ↗

Account-linked sales tracking with quotes, follow-ups and pipeline reporting

SI Score
75/100
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Commence homepage

What it does

Commence is a CRM for accounts, contacts, leads and sales opportunities. Its sales tracking tools connect interaction history, follow-up activities, quotes and pipeline reports.

Use a Commence opportunity to keep the proposed sale and its follow-up together. Schedule an activity or appointment, retain emails and documents in the sales history, and attach the quote to the account or opportunity. The next action then sits beside the proposal being discussed.

The graphical pipeline shows deal progress. The report generator provides a closer look at the underlying information, while separate pipelines can follow different product lines or teams.

Three core editions

Edition Selected scope
Essentials CRM Accounts, contacts and leads
Sales CRM Opportunity and pipeline management
Enterprise CRM Quotes, pricebook, custom reporting and workflows

The published per-user subscriptions bill annually and require at least three users. Marketing, projects and customer service have separate packages. Get Started opens an enquiry route for access; include the quote and follow-up process the team needs when discussing the edition.

Strengths

  • Quotes can be attached to customer accounts or sales opportunities
  • Follow-up activities and interaction history sit alongside sales tracking

Watch out for

  • Subscriptions require at least three users and annual billing

Best for

  • Small sales teams keeping proposals and follow-ups linked to customer accounts

Sources