Sales and Enquiry Management
Deliver an excellent customer experience with a powerful sales process. Using Blueprints, your team will be guided through each step of the process to help you win every contract.
Using the sales enquiry pipeline, you can see every opportunity including the status, estimated value, comments, activity, and customer information.
You can quickly and easily compete follow ups, send emails or SMS messages, create tasks, bookings and complete follow ups.
With powerful automations to minimise your effort to keep on top of your enquiry pipeline, you will never miss an opportunity to engage with clients and secure the deal.
Process |
 Fast, Find and Add for New Business
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Integrating Website Contact Forms
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Using Email and SMS Automations
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Blueprints for Structured Sales Process
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Advanced Booking Management
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Pipeline Tracking and Notifications
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Tender Management
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Google Address and Map Integration
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Multiple Client Location Management
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Manage Complex Account Relationships
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