Quotes and jobs in your accounting software are synchronized to provide business pipelines and to ensure that
every opportunity is followed through to its conclusion. Followup and telemarketing features allow you to create
tasks and reminders that can be assigned to appropriate people with-in your organization. They ensure that
opportunities are never forgotten. Daily dashboards allow you to quickly see the best opportunities and provide
a central point to manage the sales process.
|
Feature Set
• Integrated with quotes/orders in your accounting software.
• Track milestones and correspondence.
• Generate Pipelines showing upcoming potentials.
• Use probability factors for better planning.
• Assign to teams or individual staff members.
• Manually add opportunities that have not been quoted yet.
• Customize to match your sales process.
• Track Won vs Lost statistics.
|
|
Watch these features
|
