Feature Grid

Core features
Modern User InterfaceOur fluid user interface fits to your browser window so you don't have to squeeze all that data into a fixed width frame. Yes
Work StacksCommonly used records can be loaded into real-time, customisable stacks for easy browsing in grids or detail. Yes
Microsoft® Exchange IntegrationSync calendar appointments with your sales team via our Exchange sync utility. No add-ons required! Yes
Mail BotsHave any widget sent to you at any time for your user account via our Mail Bots. Set and forget. Yes
Automated WorkflowSend out alerts prior to appointments or to chase SLAs- it's your call. Yes
SettingsHundreds of customisable settings and options to configure. Yes
Reporting WidgetsSee instant reporting results on your home screen and drill down for more details. Yes
Task ManagementManage your phone calls, e-mails, text messages, appointments and reminders in once place. Yes
Presales features
Lead Delegation Instantly delegate access of a lead to another member of your team. Yes
Schedule call backs Call backs fall into users' work stacks as they fall due. Yes
Telephone Preference List (TPS) ComplianceComply with regulations by subscribing to our integrated TPS service to prevent any prospects with these telephone numbers from being called. You can override the TPS list when you have permission to call the lead. Yes
Lead Reassignment Donate a lead to another member of the team. Yes
Appointment Booking The Layer provides agents with the facility to view availability and book appointments for sales representatives & integrate with Outlook or Office 365. Yes
Appointment Booking Generate sales appointments or calls with a few clicks & integrate with Outlook and Office 365. Yes
Opportunity Management Create sales opportunity within commonly requests tasks. Yes
Appointment Canididates Real-time suggestions of who's in the area for appointment bookings. Yes
Lead to Customer ConversionOne-click conversion from lead to customer. Yes
Sales features
Lead access View the full history of contact with a future prospect including appointments, emails, phone calls, key fields and notes. Yes
Appointment Feedback Provide quick feedback to the team on the quality of the appointment, notes and add actions from the meeting. Yes
Opportunity Management Update all tasks and notes in one easy to use screen. Yes
Sales Quotations Create and amend quotations quickly and easily with our bespoke quote tool. Yes
Pipeline Management Our pipeline update facility means updating your pipeline in under 60 seconds. Making it easy for sales people means they're happy to do and the business has the most accurate forecast of performance. Yes
Commission Changes Every 30 days (or sooner) commissions, tariffs or products change. Our Changed Commissions work stack enables sales people to view any increases (and decreases) in commission quickly. They can instantly bulk update those quotations with minimal differences and actively contact customers on those with significant changes. Yes
Real-time Performance Sales people and their managers can see their performance in real time. Knowing which stage a sale is at I.e. verbal agreement or connected and processed is important. Our performance widgets keep sales people motivated by providing them with key stats on their performance including turnover/ profit/ conversion. Yes
Sales Orders The sales team can see how their orders are progressing and if there is a blocker I,e stuck at credit check stage or stock issues. Yes
Mobile Web App Our browser based app helps the sales team to keep on top of their tasks. Log all phone calls, emails and second appointments via the app. Yes
Service features
Case Management Customer integrated case management facilities. Yes
Customer Review Management Create periodic customer review cases through our advanced workflow manager. Yes
Customer PortalProviding a bit of self-care for those customers who require it is helpful. It also gives them a visual indicator of how many cases have been solved for them in addition to providing a professional image. Yes

 

Full feature list coming soon!

 

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