Salesdash CRM helps you track communications, set reminders, manage pipeline, and build custom fields and reporting for better customer lists.
Spreadsheets make it difficult to access client info and organize the info you have noted about them. Salesdash makes this easier with clean client profiles and the ability to set reminders for follow ups.
Your business is different and your CRM should be built to your sales process and contain the data entry fields that you and your team seek to understand from each client.
Build your unique sales funnel to track where clients are and forecast sales, add reasons for won and lost deals to improve your sales process, and set sales targets to monitor in real time for accountability.
The questions you ask on discovery calls to understand customer needs can be built for easier data entry in Salesdash. This allows you to understand each client's story long-term, as well as build segmented reporting for your added data fields.
Salesdash gives small business owners a company dashboard for visibility on tasks, pipeline, won and lost reasons, and sales targets for each team and team member. Set roles and permissions to protect your company data.
Here's a two minute video on importing.
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