Best Sales Software for HaloPSA

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

KashFlow, a cloud-based, award-winning accounting software, will keep your accounts in control. KashFlow is a cloud-based accounting software that is easy to use and jargon-free. It was created for sole traders and growing companies. KashFlow's accounting software makes it easy to do everything, from invoicing and quoting, to payroll and reporting.

Software for managing business projects. Jira Work Management (formerly Jira Core) allows you to see all information about a project at a glance. Keep your team organized and manage your projects. A workflow is the key to managing projects and tasks in Jira Work Management. Workflows help you organize your process and allow your team to track your tasks. Jira Work Management Cloud instances also include boards that allow users to visualize their workflows and drag-and-drop tasks from to be done to done. Only available in the cloud. Task management is made easier by having statuses, comments and attachments all in one place. Everyone can see the details of a project at a glance without needing to email or set up meetings. Notifications let you know when your attention is required. What are the tasks that are still being worked on? Which team member has too many tasks? Jira Work Management allows you to track the status of your team’s projects in a variety of ways. You can do this with a quick overview or customized dashboards.

Use our proven method to up-sell or cross-sell your team using your team's activity, and monitor your business metrics. BeeCastle's recommendation engines, checklists, and AI-driven prompts have been trained by analyzing +$5bn of sales activity and over 10 million business interactions. This allows you to approach account management with confidence. BeeCastle is a plug-in that integrates with your software. It can be used to automate Microsoft Outlook, Teams and Xero.