Win More Deals With Sales Automation Software

Define and follow the sales process that works for you. Implement a sales process that can be used by your entire team. Layout your sales process and guide your sales team to follow that process to avoid mistakes.

Break your sales cycle into stages such as leads, prospects, and opportunities and define tasks and automated email follow-ups to complete each stage. Notify managers if leads are not converted on time.

Organize your important lead details including a complete history of calls, emails, contacts, deals, files, and upcoming tasks and appointments.

Your sales reps can access the complete lead history at the touch of a button. A single navigation screen gives your salespeople all the information they need in one place.

Call leads and customers directly from CRM without wasting time dialing phone numbers. Dial out from the browser – there’s nothing to install. Your call history and notes get automatically added to CRM.

We help you to focus by generating a task list every morning. You can drill down and look up lead and contact information before completing your tasks. Managers can review the completed and pending tasks for their team to measure productivity.

Know what your pipeline is worth at any point. Attribute probabilities automatically based on the stage in the sales process. Run forecast reports for an individual sales rep, the sales manager, or the entire sales force.

Integrate with Microsoft Outlook and Google Apps to synchronize calendars and activities. Forward emails from any email client to record email interactions with leads and contacts in CRM.

Enable your sales team to pick the right product or service and then create a customized quotation on the fly with a click of a button, apply discounts, and convert them into orders.

Setup business rules to automate your sales process based on a triggered event, change in information, or lack of action within a specified time frame.

Power users loves the ability to write advanced queries within CRM using the full power of SQL.

Extend our list of predefined sales reports and dashboards with custom reports. Use a do-it-yourself report designer to leverage your data and create summaries, details, trends and distributions, and advanced matrix reports.