CRM Sales Tool
- You worked hard to earn your client’s business, but you shouldn’t have to work hard to keep it. Track every client in the CRM sales funnel, and schedule them for follow up ‘Actions’ like emails, phone calls or sales calls with just a few clicks.
- Use ‘Notes’ to track client history and information, allowing any member of your team (who you assign to the client) to use this data to follow up with the client and lock up their future business using the knowledge you’ve gained.
- Create monetary ‘Goals’ related to specific clients or companies to motivate your sales team, encouraging them to work towards capturing that holy grail: Repeat Business.
- Track and view a client’s entire history using ‘Stories’, which let you and your team easily see ‘at-a-glance’ the various actions, notes, and scheduled events related to a particular client.