Sales

Sales Management

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Features Getting Started

Sales Tracking & Forecasting

  • Organize your leads effectively. Track phone calls, meetings, notes and task to qualify them quickly.
  • For each opportunity, know which stage it is in, who worked on it, what happened so far and how likely it is to close.
  • Predict with accuracy what actual sales are going to look like next week, next month and next quarter.
  • Custom Sales Pipeline. Customize each stage of the sales cycle, adding as many or as few stages as you need, and its likelihood based on its stage.

Staff Activity Score, Inactive Deals, Commission

  • Staff Activity Score: Gives you instant report of the aggregate level of activity for each sales staff, from meeting, notes, phone calls and even custom forms.
  • Inactive Deals: Get alerts for deals which have not been updated for a pre-configured amount of time.
  • Deal Commissions: Motivate your sales team by showing in real time the commission they get on deals.

Dashboard & Automatic Time Tracking

  • Powerful dashboard gives you instant overview of upcoming Activity and key performance metrics of your staff
  • All information can easily be downloaded or exported in Excel and PDF format.

Lead Management

Organize your leads effectively. Track phone calls, meetings, notes and task to qualify them quickly.

Sales Tracking

For each opportunity, know which stage it is in, who worked on it, what happened so far and how likely it is to close.

Sales Forecasting

Predict with accuracy what actual sales are going to look like next week, next month and next quarter.

Custom Sales Pipeline

Customize each stage of the sales cycle, adding as many or as few stages as you need, and its likelihood based on its stage.

Staff Activity Score

Gives you instant report of the aggregate level of activity for each sales staff, from meeting, notes, phone calls and even custom forms.

Track Inactive Deals

Get alerts for deals which have not been updated for a pre-configured amount of time.

Deal Commissions

Motivate your sales team by showing in real time the commission they get on deals.

Custom Fields

Lets you define and attach custom fields to your deals to match your qualification process.

Powerful Filtering

Lets you cut to the chase and see the deals you want yourself and your team to focus on.


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