Create, nurture and track sales leads. Manage sales potential for each lead and manage email campaigns and newsletters to educate your potential customers.
The system allows you:
- Lead Management - enter and track sales leads. Enter lead info, such as contact details, events and tasks, potential deal volume, lead maturity level and track the lead status
- Companies - group leads by company and view summaries with drill-down. You can see the leads, the events and the sales potential for each company
- Events - track tasks and events surrounding leads. Create and manage tasks and events directly from within a lead and get indication of overdue tasks
- Lead Nurturing - automate mailing campaigns and newsletters. Create automatic drip campaigns, reminder emails and manage your own newsletters
For more info, click here.
Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.
Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.
By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.
Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.
100’s of Templates
