Sales / CRM
Convert more leads into sales using a structured workflow.
This Sales/CRM add-on helps you manage new sales enquiries using a structured process. Automatic follow-up tasks are created at every step to ensure that you never let a sales lead fall between the cracks.
You can link the associated Webform to your website which will capture the information at the source and post it through to Actionstep automatically.
- Capture leads directly from your website
- Follow a structured sequence of steps to maximize your chances of closing the sale
- Automatic tasks remind you to follow-up
- Automatic document and email assembly saves you time and makes it easy to communicate
- Heads-Up automatically emails you your sales pipeline and tasks every day/week
- Track referrers and marketing activities