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Description
There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.
Description
The Uncle Sales mobile app serves as a powerful task management tool, allowing users to organize their to-do lists with personalized tags while displaying tasks according to their status—such as Today, Tomorrow, Upcoming, Overdue, and Completed. Users can set reminders for tasks based on daily, weekly, monthly, or yearly intervals, ensuring that sales teams can efficiently keep track of their responsibilities. Additionally, Uncle Sales provides location-based reminders to help users stay organized while on the go. This app also functions as a comprehensive CRM address book, enabling sales representatives to easily navigate their client lists and even find them on a map, which is particularly beneficial for small businesses looking to avoid the high costs associated with traditional CRM systems. Furthermore, Uncle Sales eliminates the need for cumbersome email reporting by allowing users to send reports directly from the app with attachments, streamlining the whole process significantly. This innovative approach not only enhances productivity but also simplifies communication within the sales team, making it an essential tool for modern businesses.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$56 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AdvanTec Information Systems
Founded
1998
Country
United States
Website
www.advantecis.com
Vendor Details
Company Name
UncleSales
Founded
2015
Country
United States
Website
unclesales.com
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management