Focus on closing the deal, not the admin work
Follow the customer’s sales journey with a fully customisable multi-tiered customer management tool allowing you to follow who is at which stage of the sales pipeline.
Each customer record has a clear timeline of all notes and tasks.
Personalised dashboard shows the task list for the day, and calendar view shows a summary of the tasks for each day throughout the month.
Update records and leave future dated tasks for both yourself and other members of the organisation.
Simple traffic lights system will show the status of tasks and whether they are overdue.