Interactive Spreadsheet

View and manage all your prospects and customers in one easy to use place

Add and update prospects instantly

Very simple to add a new prospect, or update an existing one. Alternatively use one of our APIs to collect prospect details from a contact form or live chat, or simply import them from a spreadsheet.

Features

Everything you want, and nothing else

Custom Colums

  • Add the columns you need, remove the ones you do not
  • Edit prospect details within each column
  • Adjust columns sizes and orders to provide the ultimate set up you require
  • Different users can have different column set ups for different functions
  • Save all your different spreadsheet configurations
  • More info on available columns

Search and Filter

  • Search for prospects and customers
  • Identify neglected prospects
  • Find your most lucrative enquiries
  • Segment by types of industry or specific product enquiries

Filtered Reports

  • Get quick reports from filtered results
  • Know the amount of enquiries, quotes and sales
  • See what products are performing the best
  • Find out which salespeople are most active

Available Actions

  • Select various prospects, or select all filtered
  • Export all selected customers into a CSV file
  • Send all selected prospects a customised email More info on emailing
  • Remove dead leads at ease