Sales Management Software
The sales management software helps the sales professionals to manage their contacts, meeting schedules, lead management, documentation, accounting and many more. The lead management system helps in driving sales for the organization by managing, capturing and tracking the leads. Features like emails, meetings, calls and documentation, and many more were included in the lead management software.
Software sales is key for the success of your business sustainability and growth. You should be in complete control and have insights of the sales process. We aim to provide answers to your software sales needs.
Dashboard
A quick walk through the sales teams, emails, leads, contacts, and accounts.
Teams
Create teams for different sales processes and organize them.
Companies
Add the companies manually with name, email, address, and phone number. Upload a CSV file to upload bulk companies.
Leads
Add new leads and track the status of the leads like hot, cold, open, and closed. An option is available to opt for the Kanban board view for lead management software. Manage their notes, emails, meetings, calls, contacts, and files.
Contacts
Add new contacts and assign them to the companies they are associated with.
Accounts
Add the client account details and manage notes, emails, meetings, calls, contacts, files, and invoices. Users can raise the invoice directly from this sales accounts feature.
Opportunities
Add the existing offers/ deals in this section and have a track on them.
Events
Schedule the meetings, calls, and discussion and send notifications to clients.
Documents
Organize all sales-related documents like a sales pitch, introduction, flyer, company profile, etc….
Email Templates
Design your customized email templates according to the subject you want to prospect.
Settings
Inbound lead capture procedure is mentioned to add your leads to the PieTrack sales tool through Curl, Python, and API Key.