SaleSmartz Pro 5.0.1
SaleSmartz Pro 5.0.1 Ranking & Summary
SaleSmartz Pro 5.0.1 description
SaleSmartz Pro is a tool that helps manage every step of the sales process, from lead to customer and then quote to invoice.
All communication with each contact can be recorded for future reference and for analysis. EMails, letters, faxes, meetings and phone conversations can all be stored in one place for quick and easy access for you or your team.
Keep your price lists, contacts, history and calendar in a single integrated software solution.
- Complete contact history of phone calls, emails, appointments, quotes, invoices and notes.
- Full networkable customer/lead database
- True multi-user data access
- Custom database fields for your own cusomization
- Full remote synchronization for users in another office or on the road
- Palm data synchronization
- Integrated phone dialing
- Caller ID plugin to show contact records when they call
- Keep track of your contact with customers
- Create labelled relationships between contacts/customers and leads
- Direct link to your word processor
- Full report builder included
- Create mailouts, faxouts and even e-mail outs to thousands of potential customers
- Label printing
- Unlimited contact groups
- Multiple contacts per company record
- Integrated product/service module to create sales.
- Produce great looking quotes in seconds
- Display your products in a graphical catalog
- Full networkable product database
- Track outstanding quotes
- Convert accepted quotes into invoices
- Automatic quote/invoice followup reminder in your calendar
- Click and drag quote creation
- Multiple currencies and exchange rates
- Product stock/inventory control
- Import existing price lists
- Group products together as bundles
- Add variations (with prices) to products such as color/size.
- Link suggestions to products as reminders with links at sale time.
- Schedule followups for quotes in your calendar.
- Create your own templates for quotes/invoices
- Send out purchase orders
- Full E-mail integration. Send and receive eMail from within SaleSmartz to keep track of all communication in one place.
- Optionally use an external eMail application to send & receive eMail.
- Spell check your emails
- Format text with color and embedded images
- Use templates for mass mailouts and standard replies
- Integrated email recorded in each contact
- EMail rules filter and move email and even auto reply based on criteria
- Uses speech/voice synthesizer to read new emails
- 30 days trial.
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