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Manage Customers & Employees Remotely

Designed for small to medium sized businesses

Business Just Got Easier

Edit Prospect Data Quickly & Easy

Filter & Search Your Prospects for Great Intel

Gather Quick Reports of Filtered Prospect Groups

Add, Remove, Edit and Save Custom Column Configurations

Can you put a price on 30% more sales?

WE HAVE

Notification Center

Receive live updates on whats happening between your sales team and customers

  • Alerts of when there is new a prospect to be assigned
  • Received notifications on new prospects that might be of particular interest to you
  • Get reminders for particular prospects e.g. to phone them back next week
  • Be notified about other employees discussing your prospects

Get informed about things when you should be

New Enquiry

New enquiry from Bill Bezos has just come in through Acme Corp via email
View more info

Overdue Reminder

Follow up quote for Jack Ellison from Acme Corp 2 hours ago
View more info

Interest

An enquiry has come in for an estimated $12,450 from Tim Jobs from Acme Corp
View more info

Email Marketing

Send targeted emails to specific customer groups

  • Filter customers and save them as recipient groups
  • Send newsletters to all customers

Create professional looking emails with ease

  • Create with our email editor
  • Use one of our professional template
  • Send in plain text
  • Custom HTML
  • Automatically customize email to each participant

Send emails at optimal times

  • Send emails to everyone at once
  • Or schedule the email for a specific date and time
  • Plan emails in advance
Filter recipients Send to all Save segmented groups of sigments

Email marketing has never been simpler

Customer & Prospect Data

Know all the progress for each customer

  • Track any progress made by a salesperson
  • Set reminders for each specific customers
  • Record any sales or quotes from a customer
  • View all customer data and information

Know your customers

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Intel Reports

Know whats important in your business

 
  • Visual graphs of enquiries, quotes and sales
  • Compare months with previous months
  • See who are your top performing salespeople
  • Know what products are selling the best

Realize what is working