CRM & Sales
Powerful and easy to use. Boost sales and increase the productivity of your team.
Mobile App
Our integrated mobile app features:
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Customers, leads and prospects.
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Find clients near your location
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View timelines, activities and task
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Voice to text notes
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Create and view quotes
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Daily, weekly & monthly activity calendar
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Capture timesheets, leave & expenses
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Track your daily travel
CRM Features
Sales Pipeline
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Easily customisable pipelines.
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Create your own sales process flow.
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Streamlined view of your sales.
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Focus on the right things at the right time!
Activities
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Shared activity calendars.
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Your whole team is in the loop.
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Automate recurring activities and repetitive tasks.
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Helps your sales team to spend more time on selling.
Mobile App
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Integrated mobile app.
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Easily capture new leads.
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Manage your customers, sales, appointments and activities on the go.
Opportunities
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Automate your day, save time
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Track tasks and customers.
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Improve customer relationships
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calendar, contact, forecasting, task management, and reporting functionality
KPI's
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Set goals
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Measure progress against specific goals and objectives.
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See how important KPIs and metrics are performing against their targets
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KPI Dashboards and KPI Reports
Notifications
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Interactive notifications
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Real-time
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Quick-view in notification bar
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Open pop-ups of the actions
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With tracking, KPI's, workflow & mobility, your team is better equipped to reach their targets.
Sales Pipeline
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View your leads and deals in our intuitive pipeline view.
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Drag & drop your leads between status.
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See total leads & value by status.
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Setup your own sales workflow.
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Manage expiry times for each status, and get notified when they expire.
Quotes
With a quote pipeline, auto reminders, multiple currencies, price lists and quote templates. Quoting doesn’t get any easier than this.
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.
Generate new leads through online enquiry forms. Any new enquiry will automatically generate a lead in the CRM.
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