CRM, reporting, mobile surveying, estimating, proposal generation, and more. Designed exclusively for the mechanical service business, we set out to create a streamlined process to include all phases of the sales cycle, and reduce administrative time and sales time frames!
Step into the future of sales reporting with CRM+. Elevate sales performance, streamline processes, and make informed decisions with ease. Embrace the power of CRM+ and drive your sales success to new heights.
Experience real-time dashboards and reporting like never before. CRM+ offers a comprehensive view into your sales process and funnel—equipping you with the essential tools needed for optimized sales performance.
Anticipate future revenue and manpower needs with confidence. CRM+’s extensive forecasting reports and insights empower informed decision-making and better planning.
Designed by Sales Managers in the service industry, CRM+’s reports highlight real sales opportunities and areas requiring intervention for amplified performance.
Discover a new era of sales reporting with CRM+. Our innovative platform reimagines the way you look at your pipeline, focusing on sales plans versus actual performance metrics.
Empower your sales team with our comprehensive reports:
This dynamic approach provides a continuous evaluation against annual objectives—delivering sharper insights that maximize sales performance and help achieve your company’s sales goals.
Streamline your path to higher revenue and faster deal closure with CRM+’s Proposal Creation tool.
Craft proposals quickly with ease:
Stay ahead of the competition by harmonizing lead qualification with proposal presentation. Benefit from reduced sales cycles, amplified revenue streams, and elevated client satisfaction, all effortlessly orchestrated by CRM+.
This tool isn’t just about precise estimating; it’s about slashing deal-closing times. By simplifying the approval process, CRM+ accelerates revenue growth, ensuring you’re steps ahead in securing deals and maximizing profits.
Uncover the transformative potential of our estimating tool:
Efficiently manage pricing, customize estimates, and maintain control over margins with CRM+’s versatile estimating tool.
Experience surveys like never before:
Our surveying tool facilitates change management and automatically creates equipment lists for service dispatch.
All mobile, offline access for use in the field!
