Salestracker CRM, the customer acquisition tool
Introduction
Sales administration of customers; targeted with project-based activities
Activities
The activities page
Activities page searches and lists tasks.
Reports
The report page, the working area
Report creation:
- Activity report
- Callback date
- Appointment date, send to the accountmanager
Send information
Send a mail to the customer via a template.
Send interview report
Send these reports with a link to the accountmanager including a pdf.
The accountmanager can comment on the reports via the memo.
Imports
The import page
The database can be easily populated with a csv file.
Of course, you can also add a customer manually.
Dashboard
The dashboard page
Each organization has its own dashboard.
