CRM Sales Prospects
How Does it Work?
Communication is at the heart of each sales stage. My Field CRM records every step of the process from initial enquiry through to eventual sale, collecting vital sales statistics along the way.
Book sales calls through your prospect record that will appear immediately on your appointment diary. Create timed reminders to follow up the discussion and produce quotations recording the current status showing sold/lost details.
Create Quotations within the customer prospect record that can be emailed or printed.