Customer Relationship Management (CRM) makes or breaks a business. It is well known that it costs less to secure a new sale from an existing customer that to acquire a new customer. Our CRM tool helps you manage the entire sales cycle from start to finish, covering:

Leads

• Track customers that are interested in your products or services but have not made a purchase decision. Track contacts, activities, and notes, associated with these prospects.
  

Accounts

• Accounts are customers that have purchased one more of your products or services. You can separate the sales pipeline for your existing customers from your prospects. It is easy to track opportunities associated with your existing clients.
  

Contacts

• Create contact records for important individuals at your prospect or client companies. These contacts can be shared by any other sales rep assigned to that account an by higher level management.

Sales Opportunities

• A Sales Opportunity is the possibility of selling a product or service to a customer. You may have multiple opportunities with a single customer over a sales cycle. The goal is to find or create new opportunities and move them to closure.
  

Orders

• Turn a sales opportunity into an order. Track the order from start to installation or completion. All of our forms can be customized to fit your field or process requirements
  

Reports

• Create custom Funnel Reports to report sales trends by account or by employee. View the performance of the entire office at a glance