CRM
Powerful and easy to use. Boost sales and increase
the productivity of your team.
Powerful and easy to use. Boost sales and increase the productivity of your team.
CRM
TIME
JOBS
TICKETS
Your go-to work platform
Your Challenge
- Working on paper & email
- Losing track of new leads & quotes
- Working in spreadsheets with no automation or security
- Forgetting to follow up on leads
- Not being able to track your sales team
- Manually generated sales reports
Our Solution
- Generate new CRM leads through online enquiry forms.
- Customisable sales pipelines.
- Create your own sales workflow.
- Comprehensive quoting features including digital signoff
- Mobile App with geo-tracking for field sales
- Shared activity calendars
- Live sales dashboards and reporting
Sales Pipelines
- View your leads and deals in our intuitive pipeline view
- Drag & drop your leads between status
- See total leads & value by status
- Setup your own sales work flow
- Manage expiry times for each status, and get notified when they expire
Quotes
- Multiple customisable quote templates/stationary
- Multiple pricelist & discount management
- Calculate costs & profitability when quoting
- Multi-currency
- Customers can view & accept quotes online
including T&C’s - Revise and update quotes with a history of all versions
- Sales and KPI reporting
Customisable
Great looking quotes with the ability
to add images, and choose from optional stationary for each quote.
Paperless Quoting
When you send your quotes, each
customer will receive a personalised email with
a link to view their quote online.
Accept Quotes Online
Your customers can accept your quote
online, including terms & conditions, without having
to print, download or install anything.
Tickets
- Full history of customer interaction
- Last contacted date
- Log recurring calls & set reminders
- Send emails with templates
- Meetings & Shared Calendars
- Task Management
- Store customer documents
- Build custom forms
Geo Tracking
- Travel and location tracking of sales reps via mobile app
- Daily activity reporting
- Check your teams current location
CRM Features
Customers
- User friendly interface
- Log calls & set reminders
- Send emails
- Customer history
- Track leads and follow-ups
Generate Leads
- Generate new leads through online enquiry forms
- Any new enquiry will generate a new lead in the CRM
Sales Pipeline
- Easily customisable pipelines
- Create your own sales process flow
- Streamlined view of your sales
- Focus on the right things at the right time
Opportunities
- Shared activity calendars
- Your whole team is in the loop
- Automate recurring activities and repetitive tasks
- Helps your sales team to spend more time on selling
Quotes
- Quote pipeline
- Auto reminders
- Multiple currencies & price lists
- Quote templates
Mobile App
- Integrated mobile app
- Easily capture new leads
- Manage your customers, sales, appointments and activities on the go
Opportunities
- Automate your day, save time
- Track tasks and customers
- Improve customer relationships
- calendar, contact, forecasting, task management, and reporting functionality
KPI’S
- Set goals
- Measure progress against specific goals and objectives.
- See how important KPIs and metrics are performing against their targets
- KPI Dashboards and KPI Reports
Notifications
- Interactive notifications
- Real-time
- Quick-view in notification bar
- Open pop-ups of the actions
