AGENCYCLOUD'S SALES CRM

Sales progression tracking – capture every crucial milestone with complete visibility and control

Structured, concise and transparent workflows are displayed on a single screen to enable easy tracking of all sales progression stages from offer through to contract completion.

Sales Chain

Get the complete picture with sales chain features to avoid delays and manage vendor expectations.

Power Reports – track key metrics across your business

Build reports on all your data and configure them based on criteria and attributes that matter to your business targets and KPIs. Reports can be saved to your Power Organiser for quick access and can be shared with colleagues across all your branches for maximum transparency and collaboration.

Sales Daily Report – complete visibility of all  sales activity

Instantly know where to focus and prioritise your daily sales activities against top-level business indicators.

View high-level updates on major sales progression milestones and drill into specific results where needed; relevant records and screens can be opened directly from the report.

Pipeline Management – direct insights on your business performance and achievements

Gain real-time insights on instruction figures, exchanges fees and pipeline fees against targets and KPIs.

Know instantly your pipeline performance, identify the key areas to focus your  efforts. Determine areas for further business development by analysing how many opportunities your business missed in correlation with the amount of fees lost.

Referrals Management – provide a better client experience with hassle-free referrals

Hassle-free referrals with all relevant details automatically generated to send to preferred companies.