The CRM solution your sales team will actually want to use!
ULTIMATE LEAD CRM is a cloud-based Customer Relationship Management program that works the way your sales team does. Designed by sales pros for sales pros, it provides a complete view of customers, prospects and sales opportunities in the “pipeline”. It makes it easier for your sales team to collaborate, better serve your customers’ needs and close more sales.
The simpler, easier CRM program
Now you can manage accounts, contacts, sales opportunities, relationships, tasks, call reports and attachments in one, intuitive space. Dashboards make it easy to track follow-up, sales opportunities by stage, overdue tasks, “wins & losses,” and much more. Reps can establish simple account forecasts. Management can track goal achievement. Together, you can improve overall sales efficiency and performance.
ULTIMATE LEAD CRM is easy, effective, smart…and affordable!
360 degree view of accounts, contacts, call reports, sales opportunities and more
Track sales call activity by account, sales opportunity and sales person
Track accounts and sales opportunities through sales stages
Attach documents to accounts, sales opportunities and call reports (PDF, DOC, XLSX, etc.)
Create relationships between accounts (parent, subsidiaries, distributors, etc.)
Generate email reminders, activity notices and push reporting
Accessible anywhere via the web
Compatible with tablet PCs
Track “wins & losses” and goal attainment
Google Maps for plotting accounts, leads and getting directions
Email notices for new leads, follow-up call reminders and more
Hover over call reports in the grid to read historical call reports faster
Quick search feature to easily find contacts, accounts and more
Integrate with your existing systems
Secure access through your corporate portal
Aesthetic color schemes to match your portal’s look and feel
Secure links to internal data sources
API for third-party software integration and ERP systems