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