Make the Most of Every Single Sales Enquiry
Smart automation and mobile access will help you convert more business every day
Sales Lead Pipeline
Capture, manage and nurture your sales leads and enquires with some smart, automated assistance.
Sales Pipeline Management
Everything you need to run your business from your mobile phone or tablet
Capture the Lead
Capture all inbound leads and enquiries quickly and easily ensuring all leads are in the one place and accessible from the app or desktop. All Leads will also be automatically added to your CRM to avoid re-entry.
Notes with Voice to Text
Add notes and details to the Lead using keypad or even easier, Voice to Text. All notes are time, date and user stamped to build a history on the enquiry.
Swipe to Call, SMS or Email
Slide and click to call, sms or email the enquiry so quickly and easily. All details recorded against the lead to ensure nothing is missed.
Create custom Pipeline Stages to reflect the way your sales process works. See the status of every lead and slide and click to move the lead from one stage to another.
Convert to Quote, Invoice or Job
Slide and click to convert the lead to a quote, invoice or job with ease. The history of the lead is maintained all the way through from lead creation to invoice payment.
Automated Lead Nurture
Create customised communications that trigger automatically as your lead moves through the different pipeline stages. Send automated messages by email, or SMS to help convert more business.
View Lead Results
When viewing Leads in the App, coloured tabs show the current pipeline stage and conversion success to Quote, Job or Invoice.
Full Pipeline Visibility
The Sales Pipeline provides an instant realtime view on all of your sales leads and adjusts the value of the pipeline based on the stage of each enquiry.