Manage your prospecting efficiently and keep track of your sales cycles.
Track the availability of your resources (in-house, subcontractors and candidates) and send an e-mail with your inter-contracts to your partners.
Get a repository of your commercial documents, and also create your own document templates, enriched with data from the software.
Track your referrals by customer.
Follow and participate in internal discussions on prospects, customers and opportunities.
Manage reference files (past missions and projects, successes, etc.) for reuse in responses to needs or calls for tender.
Manage and record sales tasks relating to prospects, customers, contacts and opportunities.
Manage presentation templates for your employees and generate an employee’s CV in 1 click to showcase his or her skills.
Consult CRM indicators: new contacts, sales actions taken, sales pipe, etc.
Manage your catalog of services, products and other work units (call-outs, coupons, tickets, etc.), rates and their historical record.
Manage prospect and customer account files: organization charts, expected documents, addresses, etc.
Send a secure link to your prospect/customer to view and sign your proposal electronically.
Find the best profile to propose by cross-referencing expected skills, availability and location, among other things.
Meet the needs of your prospects/customers by creating a sales offer based on your preferred document templates.
Never miss a planned prospecting action or exchange with a customer again: appointment, call, e-mail reminder, etc.
Declare and follow up opportunities (needs, tenders) detected with your prospects and customers.
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