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 allows for the option to work from anywhere, anytime.
All of our modules have a mobile friendly option.
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 info through mobile app or Microsoft Outlook to track measurable activity. Salespeople can personal activity and managers can see all users.
Request Demo