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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience exceptional customer support along with swift delivery of customized agile software development designed to align with your lead program specifications and financial plan, utilizing our proprietary online platform, SFIcentral. We offer flexible solutions that can scale to accommodate any lead generation initiative, whether it’s for a budding startup or a comprehensive national network of manufacturers and dealers. Our clients gain access to proven software code and industry best practices we've accumulated over the years, ensuring a seamless integration process. Furthermore, our system provides automated lead distribution according to your specific territory guidelines, complete with email and SMS alerts. You can monitor lead status in real time, from initial capture to final closure, with immediate filtering options available. Our platform also features tailored reporting for essential categories, enhanced by visual dashboards that underscore your crucial metrics. Additionally, you can efficiently manage your network information, encompassing contacts, territories, communications, documents, and much more, all from a single comprehensive interface. This holistic approach empowers your business to maximize efficiency and achieve its goals effectively.

Description

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Campaign Monitor No 
Hootsuite No 
X (Twitter) No 

Integrations

Campaign Monitor Yes 
Hootsuite Yes 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PlanRight Software

Country

United States

Website

www.planrightsoftware.com

Vendor Details

Company Name

Simple Sales Tracking

Founded

2005

Country

United States

Website

www.simplesalestracking.com

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Product Features

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling No 
Calendar Sync No 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location No 
Online Booking No 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management Yes 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Reference Management

Nomination Tracking No 
Program Notices No 
Reference Usage Tracking No 
Reward Distribution No 
Search No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management Yes 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

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