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Lead Tracking.

An app to manage and update sales leads.

The Lead Tracking app lets members of a team enter and track different leads for their business. With the app, you can add a new lead by adding new information in the Leads tab. You can add contact information and lead value information. This is very useful to keep quick tabs on what opportunities are available for a team and the likelihood of closing those opportunities.

The app also includes two charts that show leads by region and by month. These charts are useful to team managers to see how their region is performing and to sellers to see the value of opportunities in the upcoming months.

The Leads view lists the opportunities by organization, with one opportunity per organization.

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Quote and Proposal.

Produce job quotes and proposals. Workflows email quotes and proposals to customers

Features:

Digital onboarding documentation
Staff loan requests
Incident reporting
Learning academy
Recruitment
Health & safety
Asset management