Mobile Quoting Tool
Create Leads/Opportunities
Initiate Phone Calls & Emails
Log Activities
Log Activities From Any Device
Get Reminders to Follow-Up
Integrated Estimate Tool
Integrated Proposal Generator
Actions per Engagement
Response Time Indicators
Contact Freshness Metrics
Funnel Drop Off Metrics
Customized KPIs
Entries for Buildings or Customers
Qualify Leads to Opportunities
Status Updates/Sales Process
Track Activities & Equipment
Canned Charts/Grids
Custom Reporting
3D or 2D Charts
Quick Filters to Adjust Data
Create Custom Automations
Create & Track Sales Teams
Monitor Live Sales Activity
Relate Activities to Sales
Easy to use interface gets your salespeople excited about tracking bids and how easy it is to follow up. Quickly navigate to customers and call them right from app.
Do you find it hard to get your salespeople to track anything? Call us and find out why they love us!
Add different charts and grids to salespeople and manager dashboards. Dashboards can be defaulted based on user type, location or division.
Request DemoUsers easily enter activity through mobile app or Microsoft Outlook to track measurable activity. Salespeople see their activity while managers can see activity by user to help identify if enough activity is happening to bring in more sales.
Request Demo