Relationship Management

• Lead/Opp/Customer Contacts — Enhances the Contact Card in BC allowing contacts to be different stages of the sales process.
• Enhanced Contacts Card — One place to see everything about a contact, including Timelines and profile.
• Activity Logging — Ability to log emails, calls and meetings directly in a contact card to track activity.
• Checklists — Simple checklist to assist with workflow.

Salesperson Productivity and Dashboarding

• Role Centers — Specific Role Centers for Agents and Managers.
• CRM Dashboards — Dashboards for both Agents (Salespeople) and Managers (Teams).
• Task Creation and Tracking — Allows Agents/Managers to set and complete tasks relating to leads/opportunities/customers.

Emailing and Marketing

• Email Templates — Ability to send emails directly from the contact card tied to an agent and create plug-and-play templates.
• Marketing Campaigns — Ability to easily create Campaigns for Emailing, Tasking, etc.
• Email Automation — Follow-ups to Customers and Agents/Salespeople to make sure nothing gets missed.

Quoting and Order Creation

• Enhanced Quoting — Auto Follow-ups, Win/Loss Tracking, Quoting Templates, etc.
• Estimates — Ability to send Quote without a Customer and without Items or Resources.
• Order Creation — Conversion Rates, Booking Log, and Auto creation of New Items.
• Advanced Descriptions — Enhanced/Extended Product Descriptions and Images to Display on Print Outs.

Download Links

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

Advanced CRM - Relationship Management

Advanced CRM - Salesperson Productivity and Dashboarding

Advanced CRM - Toolbox Tuesday Episode 39

Advanced CRM - Toolbox Tuesday Episode 13

Advanced CRM - Toolbox Tuesday Episode 1

Product Screenshots

Enhanced Contact Cards

Enhanced Activity Tracking

Sales Manager Role Center View

Sales Manager Dashboard View

Sales Rep Dashboard View