Salestrekker.com Website Review

Organise your leads pipeline, ongoing framework and projects using visual workflow and project boards. Collaborate with your team members and partners using deal notes, task, live chat and visual status tools. Connect with clients using integrated VoIP phone, SMS, E-Mail, live chat and Client Portal. Allocate tasks, create notifications, updates and reminders and produce docu*ents with workflow automation. Suitable for: Finance and Insurance, Accounting, Real Estate, Recruitment, Software Development, Project Management, Call Centers, Set up an extensive choice of updates and reminders, based on deal and task statuses Access Salestrekker and its powerful features from any device, from anywhere in the world Ensure your deals are up to date using notes, tasks and files. Save all E-Mails, calls and SMS messages in deal notes Automate task and due date allocation to your team members wih workflow stage change Create docu*ents from your templates and E-Mail them directly to your client for electronic signatures Send branded and personal SMS messages from Salestrekker. Automation notifications, updates and reminders Control level access your users have, allowing access based on team membership or deal ownership Graphic charts representing team and organisational performance and statistics Pre-built and custom built reporting capability. Export reports in PDF or CSV formats Create custom workflows, status indicators and segments. Customise to your organization branding Collaborate with your team and connect with your clients using Live Chat feature Maintain your database with the extensive contact detail fields Integrate your favourite applications with Salestrekker using a well docu*ented API access Access Salestrekker using an application for your favourite mobile device. Client Portal access via App Copy your incoming E-Mails to a Deal to keep all Deal information in one place Export your contacts, deals and notes to backup your information and maintain full ownership of your data