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How to Use
Sales Opportunities Tracking & Reporting
Sales Calls & Visits Tracking
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Activities & Reminders
Sales team will get email & sms reminders for the planned activities 30 minutes before the due date time.
Daily, Weekly Activity Plans
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Daily Sales Reports
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Sales Team Productivity Reports
Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
Opportunity Activities Tracking
View the Opportunity history with sales team’s calls/visits against the lead along with timestamp.
Sales Opportunity Reports & Business Intelligence
User Wise Sales Opportunities
User wise Sales Opportunities along with stages & expected close date.
Opportunity Ageing Reports
Opportunity that are not updated for the last 3 days & beyond are shown with ageing details.
Sales Forecast Report
Forecast Sales for this month, quarter or year based on sales opportunity expected close date.
Opportunity Activities Reports
Sales team’s calls, visits against a particular opportunity along with status, date & time.
Opportunity Stage & Probability
Prioritize opportunities based on stages and probability of closure.
Sales Funnel Reports
Sales Funnel report based on Opportunity status. The sales funnel shows the details of sales conversion ratio.
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