Generate contracts or other docs from your Salesforce
- Save time on contract redaction, have your Salesforce generate your important document in PDF
- Get contracts automatically added to Salesforce
Send SMS notifications automatically
- Be notified on important sales (large deal is closed…)
- Send reminders to your clients or sales team
Create custom reports
- Get the reports that give you the information you’re missing;
- Compare your sales by region, by market segmentation, by product line
Customize your Dashboard
- Have an overview of how your business is doing on your welcome screen.
- Have dashboards customized to give you in one glance the information you need to take those important business decisions
Customize your business sales pipeline
- Have salesforce operate the way you operate;
- Customize sales pipeline by product line/region etc
Create Salesforce leads from your website
- Capture important information using your website form