Leads Module (Optional) - collect leads from your web page and enter into
system. |
Quotes - create quotes from Product table. Save, print and Email quotes. |
Reusable quotation templates. |
Opportunity - create Opportunity record, track and status Opportunity. |
Forecast Opportunities: includes On-line Forecast report with drill-down Sales
Funnel/Pipeline management report. |
Account and Contact Management. |
Activity Management. |
Calendar and task management. |
Configurable integration with Outlook Calendar with appointment reminder
option. |
Standard dashboard configuration, reports and queries for Sales Manager and Sales Rep user roles. |
Integrated with all other system modules. |
Workflow and process management |
Territory management with Assignment Rules |
Notification and Escalation. |