Manage Client Accounts
This is the core of the software which allows you to see all clients on one page, review lead trends, review performance trends, review meeting status, create opportunities and review sales trends.
Setup Client Meetings
Managing client expectations is best accomplished with regular interaction. Use the Meeting Scheduler to set meeting frequency, remind the Account Manager of promise dates. Syncs with Google Calendar.
Create & Manage Opportunities
Allows your Account Manager’s to log Opportunities and reminds them of items like Proposal Details, Projected Close Dates & Projected Sales Numbers.
Meaningful Reporting
Catch client trends before they do. Recommendation engine which helps improve client results. See how every campaign is running.
Set & Review Account Manager sales targets all in one place.