Powerful and easy to use. Boost sales and increase the productivity of your team.
Our integrated mobile app features:
Customers, leads and prospects.
Find clients near your location
View timelines, activities and task
Voice to text notes
Create and view quotes
Daily, weekly & monthly activity calendar
Capture timesheets, leave & expenses
Track your daily travel
User friendly interface.
Log calls & set reminders.
Track leads and follow-ups.
Generate new leads through online enquiry forms.
Any new enquiry will generate a new lead in the CRM.
Easily customisable pipelines.
Create your own sales process flow.
Streamlined view of your sales.
Focus on the right things at the right time!
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.
Multiple currencies & price lists.
Integrated mobile app.
Easily capture new leads.
Manage your customers, sales, appointments and activities on the go.
Automate your day, save time
Track tasks and customers.
Improve customer relationships
calendar, contact, forecasting, task management, and reporting functionality
Measure progress against specific goals and objectives.
See how important KPIs and metrics are performing against their targets
KPI Dashboards and KPI Reports
Quick-view in notification bar
Open pop-ups of the actions
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 workflow.
Manage expiry times for each status, and get notified when they expire.
Automated recurring activities and repetitive tasks.
With a quote pipeline, auto reminders, multiple currencies, price lists and quote templates. Quoting doesn’t get any easier than this.
Great looking quotes with the ability to add images, and choose from optional stationary for each quote.
When you send your quotes, each customer will receive a personalised email with a link to view their quote online.
Your customers can accept your quote online, including terms & conditions, without having to print, download or install anything.
Get a consolidated view of all your info & interactions for each customer.
Multiple contacts per customer.