Sales Tracking Software Features

Activity Dashboard

Dashboard to view activity

Alerts/Notifications

Alerts/notifications within the system

Appointment Scheduling

Book appointments via calendar

Call Logging

Keep a record of all calls in and out of a call center

Commenting/Notes

Leave comments and notes on documents that are visible to others

Customizable Reports

Alter the layout and content of reports

Document Management

Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information

Email Templates

Premade examples and templates for emails

Interaction Tracking

Add notes and track history to document conversations with specific contacts

Lead Management

Store information about leads and contacts and track them through the sales process

Lead Scoring

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Reporting/Analytics

View and track pertinent metrics

Sales Pipeline Management

Pipeline view and tracking lead status

Task Management

A running list of action items and their respective status

Third Party Integrations

Improve business process by accessing more features and applications by combining third party integrations

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