Sales CRM

Lead Management

Get your Leads in many different ways, have automated email alerts and Tasks created for users to follow up:

  • Website Forms
  • Mobile Business Card Reader
  • Social Media importer (LinkedIn, Facebook and Twitter)
  • Spreadsheet bulk importer

Contact & Organisation Management

Record all information about your clients, add custom fields to group and manage records
With quick editing you can update and manage multiple records in a few clicks!

  • Personal information
  • Organisational information
  • Types and Status filter
  • GDPR fields and reporting

Sales Pipeline

View your sales pipeline and activity on one screen!

Create and track your opportunities with your clients.

Sales reports include by status, user, and close month

  • Multiple Sales Users
  • Interactive Reports
  • Email Alerts
  • Customised Automation

Quotes > Invoices

  • Add Products & Services
  • Status tracking and email alerts
  • Quote to Invoice 1 click
  • Customised PDF & Email Templates

Activities & History

Keep a record of your activities with your clients and manage user's schedules

  • Create Meetings, Calls & Tasks
  • Relate to multiple Contacts and Organisations
  • Shared User Calendar
  • Sync with Outlook and Gmail

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

Call 01793 236 245
Email Us