Effortlessly accelerate sales opportunities
Achieve complete visibility of sales team management activities, from sales quotes and campaigns to opportunities and pricing, by using the comprehensive, customisable sales management application template. With the functionality sales professionals need as standard, the mobile-ready sales application can be customised to match your exact company requirements.
Your sales, your perspective
Cut out the noise with personalised views of data by utilising the sales modules that you need. Empower your sales team to concentrate on sales and customers without getting bogged down in non-essential information.
Facilitate 1-2-1 relationships and provide your sales team with direct access to “must have” information, such as sales, opportunities, orders and pricing.
Responsive design ensures sales activity can be accessed and updated 'on-the-go', regardless of time, device or location.
Automate extended administration tasks to remove repetitive data entry with the advanced integration and automation engine.
Easy data migration
Take the pain away from data migration by consuming pre-existing databases within a few simple clicks and remove error-prone spreadsheets.
Sales modules fit for purpose
Take the complexity away from object definition, relationships and assigning attributes by using the Quick Create Wizard walk through.
Dynamically provide instant insights into sales KPIs with user-friendly dashboards containing charts and graphs with the latest available information.
Define and customise business logic with workflow processes, statuses and actions, such as triggered notifications and approval authorisations.
Stop paying over the odds for sales modules that you don’t use by using the sales management template as a starting point to customise your own application. Optimise user experience with custom views, modules, define workflow processes, dashboards and more.