CRM for Sales

Use every interaction to capture knowledge and map relationships. Synchronise with Outlook, Exchange/Office 365 or Google Apps. Profile customers and tailor your approach.

Record sales activities to ensure that opportunities are progressed effectively and no calls are overlooked.

Improve your conversion rates using sales best practice methodologies throughout the sales cycle.

Remove the admin burden of repetitive tasks so that reps can focus on building relationships and selling.

Enable sales to forecast, easily identify ‘best case’ and ‘commit’ and get a view on how likely they are to hit target.

Generate reports & dashboards and get real-time visibility into pipeline and individual sales rep performance. Easily identify improvement areas.

Get a 360° view of all customer interactions. Track activities, cross-sell and up-sell opportunities and identify ‘at risk’ customers.

Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels.

Turn quotes into orders with a single click. Track the status of orders as they are fulfilled and invoiced. Use electronic signatures for speedy and reduced paperwork.

Easily create professional, high quality and accurate quotes with just a click.

Access data anytime, anywhere and from any device using our mobile app, for improved productivity.

Plot records on a map – for increased efficiency and productivity of field reps.

Get richer information on contacts in your CRM.