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CRM and Sales
Playbook
for your business.
Playbooks contain your best practices for communicating with leads, contacts, and customers.
Create as many playbooks as needed, apply them to opportunities, and track the progress of each step to ensure nothing falls through the cracks.
Everything you need to run your sales team.
Contact management, playbooks, tasks, calendar, reports and more.
Simplify everyday business tasks.
Playbooks and repeatable steps are the building blocks of your business.
Reporting
Stay on top of things with always up-to-date reporting features.
We talked about reporting in the section above but we needed three items here, so mentioning it one more time for posterity.
Inventory
Never lose track of what’s in stock with accurate inventory tracking.
We don’t offer this as part of our software but that statement is inarguably true. Accurate inventory tracking would help you for sure.
Contacts
Organize all of your contacts, service providers, and invoices in one place.
This also isn’t actually a feature, it’s just some friendly advice. We definitely recommend that you do this, you’ll feel really organized and professional.
Use playbooks to communicate with leads, contacts, and customers.
Playbooks contain your best practices for communicating with Contacts. You can create as many playbooks as needed.
Organize all of your contacts and their history in one place.
Contacts can include leads, prospects, opportunities, customers - anyone you have contact with through your business.
Stay on top of things with always up-to-date reporting features.
Your dashboard sets forth all your items due for the day and helps you keep track of progress on opportunities.
Contact Us
Contact us to learn more about our PlaybookIQ and to schedule a demo.