Sales Simplify simplifies workflows by helping sales teams organize leads, contacts and activities, track and schedule tasks, maintain notes & logs, improve pipelines and more. More
Sales Simplify KEY FEATURES
Leads.
Deals.
Activities.
Contacts.
Products.
Insights.
Sales Simplify does exactly what its name implies
Sales Simplify simplifies workflows by helping sales teams organize leads, contacts and activities, track and schedule tasks, maintain notes & logs, improve pipelines and more!
You can connect your inbox to track email opens and clicks, and get insights about when and how often to send follow-up emails, sync your calendar to avoid missing important events or deadlines.
Every action can be organized through drag & drop simplicity in a user-friendly interface that provides you with all the necessary fields but also allows you to create custom fields so you can get up and running in just a few minutes.
Leads
A module to manage your pre-qualified leads before adding them to your pipeline – see your active and your junk leads, decide which leads are qualified and add them directly into your pipeline.
Deals
This module features a Kanban board where the ongoing transactions you are pursuing with people or companies are tracked as a Deals to be processed through the stages of your pipeline until it is either WON or LOST.
Activities
In these Sales Simplify dashboard you can manage the tasks associated with closing a deal such as meetings, followups, deadlines and others. It has pre-made activity types, but you can also create custom activities.
Contacts
The module where you can keep your customer’s data, organized as People or Companies.
Products
The place where you can organize your products/services and add them to your deals to help you keep track of your supply and demand.
Insights
The dashboard where you can get reports on the progress and performance of your team and products so you can make better decisions in order to reach your goals.