Track your enquiries
Automate your quote follow up’s
Measure your success
Track your pipeline
Microsoft Dynamics 365 - Sales
Lead Management
Dynamics Business Process
Configurable Duplication Checker
Sales Pipeline
Revenue Forecast
Automate your quote follow up’s
Fully mobile compliant
Measure success against goals and targets
Quote and Order Management
Invoice Generation
Teams Integration
Email Tracking
Configurable Dashboards
Powerful Insights
Lead Management
Take your leads straight from the website and feed directly into CRM.
Record your conversations against the lead and capture key business information before ‘Qualifying’ through to an Opportunity.
Opportunity Management
See your opportunities in a single view and track their progress
Add any columns to your view and filter your data and report on your data within a few clicks.
Use the Sales Process to help guide your sales team through the sales journey prompting them to capture key information at appropriate stages
Generate Quotes and send automatically from Dynamics tracking email opens.