kpi.com Sales - a reliable cloud based sales management system that help you to run your sales process with less hassle and paperwork.
Leads and enquiry management - Mobile app allows sales reps to check, assignee lead/enquiries, check their full details including phone/emails,
update statuses, ratings, add activities like call logs, event/meetings, emails.
Opportunities and deal management- Allows sales reps to update their sales opportunities/deals on the go link activities and allows sales managers to
manage sales opportunity pipelines, deadlines and expected revenues by sales reps.
Sales to do lists - Allows sales reps to set their own to do list activities tasks, track them by status, stages, priorities, receive push notifications related to assignments and task updates. Can be extended further with web based version with kanban view.
Can be integrated with calendar view, google calendar integration available.
Company and account management - Allows sales reps/manager, get quick access to client/prospect company profiles on the go, without accessing the web based version
Contacts - Allows users to manage their contacts listing, share, update, edit contacts, sync contacts with google contacts (Ms office 365 contacts sync coming soon)
Events and calendar management - Lets users to manage their events/meetings related to leads/opportunities, receive push notifications, send invites to other colleagues or even contacts/clients.
Sales call log management - Enables sales reps to add logs of calls made related to leads/opportunities and allows managers to generate reports based on call logs.
Leads and enquiry management - Mobile app allows sales reps to check, assignee lead/enquiries, check their full details including phone/emails,
update statuses, ratings, add activities like call logs, event/meetings, emails.
Opportunities and deal management- Allows sales reps to update their sales opportunities/deals on the go link activities and allows sales managers to
manage sales opportunity pipelines, deadlines and expected revenues by sales reps.
Sales to do lists - Allows sales reps to set their own to do list activities tasks, track them by status, stages, priorities, receive push notifications related to assignments and task updates. Can be extended further with web based version with kanban view.
Can be integrated with calendar view, google calendar integration available.
Company and account management - Allows sales reps/manager, get quick access to client/prospect company profiles on the go, without accessing the web based version
Contacts - Allows users to manage their contacts listing, share, update, edit contacts, sync contacts with google contacts (Ms office 365 contacts sync coming soon)
Events and calendar management - Lets users to manage their events/meetings related to leads/opportunities, receive push notifications, send invites to other colleagues or even contacts/clients.
Sales call log management - Enables sales reps to add logs of calls made related to leads/opportunities and allows managers to generate reports based on call logs.
Show More
