Agile and transparent management of customers, the sales funnel, and the entire offering process.
For the first time, it is powered by hard data collected during sales meetings.
Keep all processes, customers, statuses and offers in one customizable company-wide workflow.
Adjustable to your needs: plan and run from a clear funnel view or standard list view.
Accelerate work plan creation. Automate the list of everyday and repetitive tasks.
Track the actual costs of your activities and compare all incurred expenses to the assumed contract value.
Use reports to analyze the most effective and weakest activities of your sellers.
Automate your workflow, send notifications to Microsoft Teams and Slack.
The Salesbook will allow you to create standards that will make you know precisely what stage a given sales lead is at, what actions they have taken against it, and what tasks they have to perform.
Your advisers, salespeople, installers and managers will start working in one tool. Everyone will have access to current knowledge, documents, and assigned tasks. You will save much time needed for efficient communication.
By combining our CRM system with our mobile app, you will gain the possibility of analytics based on hard and actual data coming directly from sales meetings.
Thanks to the standardization of the process, streamlining communication, and improving the customer experience, your advisers will increase the range of effective reaching new buyers.
We strengthen direct sales among hundreds of customers
Any questions? Feel free to contact us.+44 203 807 0179
Our Customer Care Department is available from Mon. to Fri. 9am - 5pm CET.
We support inquiries, processes of configuration and use of Salesbook app, as well as billing and technical issues.