Never lose a client to poor sales management ever again! Easily manage your sales, Calls, Documents, quotes, meeting schedule, Opportunities, and orders from one intuitive dashboard.
You can also find the individual overview of each of these elements broken down in percentages with their respective status. Additionally, know the top due tasks, meeting schedule, and monthly calls on this dashboard.
Salesy monitors your sales performance like a coach and lets you know whether you are on track. Get real time reports about every sales activity you make, make smarter decisions, and manage your business’s general sales more efficiently.
Manage every aspect of your business sales from one place. Get sales updates on a daily, weekly or monthly basis. Monitor your sales, leads and accounts from a single comprehensive dashboard.
Easily view and control the details of all your clients. Create user accounts and edit existing user information, manage your contacts, and do a lot more from anywhere - with a single tool.
Control and keep track of your orders, invoices, and performance with ease. Easily track current trends, leads, and more. Schedule meetings, manage tasks, and carry out complex tasks in a few simple clicks.
Access a wide range of easily customizable features in one place.Get an overview of your invoices, quotes and sales order- all under one roof.
Initially generated sales quotes can be altered, and updated as per the modification of the sales order on the particular sales quote.
Get paid for work done, fast. Integrate several payment options for diverse clients and make the payment process stress-free. Easily safeguard your clients’ payment by using Stripe, PayPal, Flutterwave, and more.
Integrate the Twilio app and never miss an important notification again. Get notified when tasks or orders are completed and get notifications about meetings and new orders sent to your mobile phone via text.
Modify and update your generated sales quotes with ease. Convert your quotes to invoices, get accurate information, and add new orders and products without stress.
Implement a robust Customer Relationship Management (CRM) system to centralize and organize sales data. CRM tools provide a user-friendly interface for modifying customer details, tracking interactions, and managing sales pipelines.
Create customizable dashboards that allow quick access to essential sales metrics. Being able to modify the display of information based on specific needs empowers sales teams to focus on key performance indicators.
Implement real-time reporting features to stay informed about sales activities as they happen. Quick modifications to reports enable sales managers to make timely decisions and adjustments to strategies.
Ensure that your sales team can modify crucial information on the go. Mobile accessibility to sales data enables representatives to update customer details, track leads, and close deals from anywhere.
Integrate automation tools to streamline data entry processes. By automating routine tasks, such as updating contact information or logging interactions, your team can allocate more time to building relationships and closing deals.
Implement strict data validation protocols to maintain accuracy. Customizable validation rules ensure that only accurate and relevant information is entered, reducing errors and enhancing the reliability of your sales data.
Access a wide database of sales information under one tab. Easily filter through and sort details by different parameters. View invoices and orders, and manage information on a daily, weekly or monthly basis.
Establish a centralized data repository or database where all essential information is stored. This ensures a single source of truth, facilitating quick and accurate retrieval when needed.
Implement intuitive and user-friendly dashboards that provide a snapshot of key metrics and performance indicators. Customizable dashboards allow individuals to tailor the view according to their specific information needs.
Integrate real-time analytics tools to receive live updates on critical data points. Real-time information enables proactive decision-making and quick response to emerging trends or challenges.
Ensure that crucial information is accessible on mobile devices. Mobile applications or responsive platforms enable users to stay connected and make informed decisions on the go.
Choosing sales dedicated modules for your business ensures streamlined sales processes. These modules often include features for lead management, opportunity tracking, and performance analytics. By automating tasks and providing real-time insights, they enhance efficiency and contribute to improved sales performance, ultimately driving revenue growth and business success.
Dedicated modules for your business offer specialized solutions, optimizing processes, enhancing efficiency, and ensuring seamless integration. They cater to specific needs, providing customization, scalability, and adaptability, ultimately contributing to increased productivity and competitiveness in the market.
