Effective sales is a process that can be repeated. We help you and your team execute on simple, standard processes to convert leads into sales.
Our automatic activity tracking will help you recognize when your business development activities lag.
Using the dashboard charts for feedback, you’ll be able to correct your course BEFORE it is too late to keep your pipeline full. Or, even better, you’ll be able to exceed past performance to earn record bonuses.
CRM Created by Salespeople for Salespeople
Plan and track your daily activity based on your targets
Track your activities automatically as you use the tool
Import existing contacts from Excel or Outlook
Complete integration with iPhone
Powerful contact search features
Track your deals for each product and contact
Complete contact management solution
Integrated iPhone Application
Use our iPhone application to increase your productivity while on the road
Maintain all of your customer contacts separately from your normal phone contacts
Track your daily appointments, including addresses that are automatically mapped
Current location is shown with your appointment address so you can find your destination easily
Record notes and follow ups while on the road; Leave the laptop at home
Your calls and email are integrated with the iPhone so your tracking is automatic on the road too
Automatic synchronization with the server means nothing is lost
Time-Saving Additional Features
Your addresses are checked against Google maps and corrected for you
Have a new address to add? Skip the state and zip, we add it right from Google Maps
View your contacts on integrated Google Maps display to plan your week
Organize calendar based on client location to reduce travel time and fuel costs
Reduce trips by visiting multiple clients in a single trip
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
Essential Website Cookies
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
Because these cookies are strictly necessary to deliver the website, you cannot refuse them without impacting how our site functions. You can block or delete them by changing your browser settings and force blocking all cookies on this website.
Other external services
We also use different external services like Google Webfonts, Google Maps and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Vimeo and Youtube video embeds: