Sales management software for Teams, Distributors and Reps

CRM for Sales

Collect leads in one place and assign sales agents to pursue

Instantly view information about your prospects

Set sales alerts such as scheduled follow-ups, meetings, proposals and other events

Automatically store every action associated with an account, from emails, to proposals, projects, customer support and invoices

Project management for Sales Reps

Projects, tasks, to do lists, documents, comments, call notes, emails and more can be organized, managed and shared with anyone

Instantly turn a lead into a project and assign staff to work on that project

Link projects to a sales opportunity and collaborate on complex pitches

Billing

Instantly convert leads into quotes, estimates or invoices that can be quickly emailed, PDF’d or printed

Integrate catalogues of products and recurring subscriptions into your invoicing and billing

Automatically or manually track customer payments and accounts receivable through overdue account alerts and reminders

Link with PayPal, Google Checkout, Authorize.net and other payment gateways

View an accounts financial status in real time and update sales strategy

Workflows

Centralize contacts into one single application accessible via the internet. Easily create contacts or import from applications such as Outlook, Gmail, Hotmail, MacOS Mail, and more

Import, capture, assign and manage sales leads from emails or a form on your website. Lead opportunities can be qualified and tracked within a sales pipeline, noting multiple currency values, sales stages, actions required and expected close dates

Leads can instantly be converted into quotes, estimates or invoices. Invoices can be quickly issued by printed direct mail, email, and PDF format