CompleteCustomerRelationshipManagement (CRM)module
AddNewClients
ScheduleTaskandFollow-ups
Nowyour sales teamwill haveall the tools theyneed rightat their fingertips. Track thesalesprocessat eachstagestraight throughclosing,
schedule tasksand followups, set ratings foreachclientand trackhot leadsall inoneplace.
ViewClientHistory
Youhave theability toshareclient information
with the restof your team in real time. Including
newaccountsandup todatecontactshoused
directly inSAGEOnline.
Keep trackof yourentireclienthistory, including
account changes, orderhistory, presentations
sent, notes, emails, andmore. Youcanalsoadd
emails toyour clienthistoryautomatically. Plus,
gopaperlessbyscanningdocuments for safe
searchableelectronicaccessatany time.
Captureyournext stepsafteraphonecall bysetting
ratings foreachclientand their salespotential. You
canalsoschedule tasksand follow-ups!
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