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!
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!
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.
