Mobile Interface for all Major Browsers
Mobile Quoting tool for Service Quotes
Create Leads/Opportunities
Initiate Phone Calls & Emails
Log Activities
Quickly Log Activities from Desk or Mobile
Get Reminders to Follow-Up
Integrated Estimate Tool
Integrated Proposal Generator
Not Just a Manager's Tool - Helps You Sell
Actions per Engagement Performance
Response Time Indicators
Contact Freshness Metrics
Funnel Drop Off Metrics
Customized KPIs
Enter Leads for Buildings or Customers
Qualify Leads to Opportunities
Statuses Change Through Sales Process
Track Activities
Track Equipment
Canned Charts/Grids
Custom Reporting
3D or 2D Charts
Quick Filters to Adjust Data
Custom Activities
Create Sales Teams to Track
Watch Activities on your Dashboard
Relate Activities to Sales
Easy to use interface gets your salespeople excited about tracking bids and how easy it is to follow up. Quickly navigate to customers and call them right from app.
Do you find it hard to get your salespeople to track anything, call us and find out why they love us!
Add different charts and grids to salespeople and manager dashboards. Dashboards can be defaulted based on user type, location or division.
Request DemoUsers easily enter activity through mobile app or Microsoft Outlook to track measurable activity. Salespeople see their activity while managers can see activity by user to help identify if enough activity is happening to bring in more sales.
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