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Manage your Sales Team Introduction

  • opportunities

  • sales

  • dashboard

  • chart

  • reporting

  • map

  • alerting

Pipeline management

Set performance targets for your entire organisation, per team or per person.
The Opportunities module provides a central hub for quotes and activities, allowing you to work more effectively
Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next

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Mobile CRM

Sell, contact and manage your relationships on the go. Get access to your live CRM information on any device, including integrated data from operational systems

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Sales automation

Set reminders for key account management tasks (e.g. contract renewals)
Automatically qualify out opportunities after a period of inactivity
Create a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities

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Team & data security management

Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM
Remove/hide all references to unavailable/confidential data or system functionality

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Map your Sales 

Use Google Mapping to view the location of Opportunities / Sales or Leads. 

Create routes and view items in a certain mile range.

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