Sales Automation

Sales automation software to make your sales teams' lives easier

Featuring:

• Integrated tools to deliver the full context of a customer account. Automated data capture makes it easy for sales reps and customer service agents to stay on the same page.

• Clear visibility of sales pipeline. Keep your team focused on the highest value leads and deals without needing to fret about daunting administrative tasks.
• Make calls, send emails, schedule meetings and view deal history from one place – without manually logging everything. With Smart Lists to help segment and filter leads and deals in real-time, you can stay organised and spot opportunities.

• Close deals anywhere with the power of a desktop sales tool in the palm of your hand.
• Easily integrate with other tools like Mailchimp or Pandadoc.
• Track every customer interaction and report on key data to analyse and forecast your business. Drag-and-drop dashboards and 30+ out-of-the-box reports for visualising, understanding, and interacting with your data.

Native dialler

• Click-to-call functionality means you can place a call with one click or generate call lists for rapid automated dialling.
• Log and record outgoing or incoming calls and say the right things at the right time with easy access to notes and call scripts directly in the system.
• Track and attach SMS messages to your lead, contact and deal cards.
• Out-of-the-box reports to track call count, duration, and outcomes.