Sales / CRM

This Sales/CRM add-on helps you manage new sales enquiries using a structured process. Automatic follow-up tasks are created at every step to ensure that you never let a sales lead fall between the cracks.

You can link the associated Webform to your website which will capture the information at the source and post it through to Actionstep automatically.

Features:

• Capture leads directly from your website
• Follow a structured sequence of steps to maximize your chances of closing the sale
• Automatic tasks remind you to follow-up
• Automatic document and email assembly saves you time and makes it easy to communicate
• Heads-Up automatically emails you your sales pipeline and tasks every day/week
• Track referrers and marketing activities