Playbooks

Playbooks contain your sales team's best practices. Each playbook is a series of repeatable and measurable steps that can be easily applied to a contact. Each step is assigned a timeline and responsible user.

Contacts

Contacts can include leads, prospects, opportunities, customers - anyone you have contact with through your business.

Dashboard

Your dashboard sets forth all of your items due for the day. For each item due, the Contact name is listed, followed by the title and description of the item due. Items due for the day are preceded by a blue arrow. Past due items are preceded by a red exclamation icon.

Reports

PlaybookIQ provides a pipeline overview report that you can use to identify any bottlenecks in your sales process. New reports are being added all the time. Use PlaybookIQ's reports to track sales progress and sales team performance.

Permissions

PlaybookIQ is built from the ground up as a small business CRM tool for sales team collaboration. To effectively collaborate, all users on your team can perform almost all functions. By default, everyone can create, edit, and delete contacts, tasks, comments, playbooks, and step definitions. Yet, for those times that you want to limit user permissions, we have made it very simple to do so.

Search

Search on most any contact field, including custom fields. This level of searching is useful for all types of contact management tasks including segmenting and creating lists.

SSL: Secure Encryption

All PlaybookIQ accounts, including free trials, get the protection of secure sockets layer (SSL) encryption. SSL is the Internet standard for secure, encrypted transmission of your data.

Easily List and Segment

Flexible management of contacts in your search results list. Select all or only some of your contacts that meet search criteria, then apply a tag, remove a tag, assign to a playbook, create a task, or export the selected contacts with one click.

permissions

And much more...

There is much more in store. The best way to learn about additional features and benefits is to sign up for your free trial using the links on this page.


All the features you need to stay on track, follow-up, and ensure nothing gets dropped.

Contact Manager
Shared Notes
Flexible Tasks
SSL on all accounts
Pipeline and Task Reporting
Powerful Search
Tags / Labels
Shared Calendars
Message Templates
One-click email compose
Custom Contact Fields
Automatic Task Creation and Assignment
Customize to Your Processes with Playbooks

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