Lead management system seamlessly integrated with web based ERP

Unlike other prospect tracking, lead management sales systems our lead and prospect management system is seamlessly integrated into our web based ERP small business management software as an integral part of our customer relationship management functionality.

This is true lead to cash

Unlike other CRM platforms such as ZOHO, Salesforce or Sugar CRM our customer relationship management functionality is fully integrated into our web based ERP software back office functions such as  business accounting and inventory management. So there is no integration work and no reporting disparity.

Really easy to understand and use

Everything inside our web based ERP small business management software conforms to one simple to learn and use interface standard, so it’s immediately obvious to even the newest user how to create new records and find information and leverage other features to improve productivity and sales performance.

Comprehensive CRM and sales force automation features

Our lead tracking and prospect management features allow you and your sales teams to:

Adapt

  • Customize every screen in the lead and prospect tracking work flow
  • Create custom reports that focus on every aspect of your sales pipeline

Capture

  • Import lead and prospect information
  • Capture lead information from the web (coming in Autumn 2010)
  • Capture lead and prospect information remotely

Qualify, classify and track

  • Track leads by campaign and source
  • Score leads to help you prioritize sales activities
  • Customize classification of leads

Sell

  • Assign leads and prospects to sales people
  • Schedule appointments and create to do lists.
  • Track inbound and outbound (Autumn 2010) e-mail dialogues
  • Track the progress and effectiveness of sales campaigns
  • Create sales quotations for prospects
  • Convert leads to prospects
  • Classify prospects to improve organisation and focus
  • Create and classify contacts
  • Capture extensive detail in sales opportunities from prospects
  • Forecast sales opportunities by sales person or sales teams
  • Store documents, notes, reminders and events on leads and prospects
  • Customize status and weighting of sales opportunities

Close

  • Convert prospects to customers with a single click