Sales Management Software

QuickBase online CRM applications make it easy to manage your sales force and grow your business by helping you:

• End the sales spreadsheet chaos

  Merging monthly opportunity spreadsheets from dozens of sales reps can be messy and unreliable. With QuickBase, reps track their leads and update their status all in a central, online CRM.

• Improve pipeline management

  QuickBase increases the visibility of your data to help you quickly identify important opportunities and risks at every stage in the sales cycle, as well as track progress against sales goals.

• Improve accountability

  With QuickBase, team members always know exactly what they're responsible for. They'll even receive automated notifications when tasks are assigned to them or when deadlines are approaching.

• Empower your sales team

  QuickBase lets reps easily access their most critical information: their pipeline, their leads, their product line collateral and resources, and much more. It's sales management software that's available 24/7, wherever they connect to the web.

• Manage your team your way

  Unlike rigid sales force automation systems with inflexible functionality, QuickBase lets you quickly customize your application to align with your team's unique sales processes and terminology. It’s easy to do on your own, without any coding or IT assistance.

QuickBase project management software is loaded with features designed to make your life easier and your projects run smoother. Here are just a few:

Collect information from multiple sources

• Quick and easy web forms

  Work directly in your project management applications or easily place QuickBase forms anywhere you want them.

• Works like a spreadsheet

  Quickly create or change to multiple records in grid edit - cut and paste or click and type.

• Open API

  Freely integrate data from your other software systems

Manage data

• Customizable dashboards

  You and your team can create personal dashboards that show you the most important information in one place.

• Automated email alerts and reminders

  Quickly set up Ad-hoc workflow to keep team members informed, on time and on budget

• Unlimited custom reports

  All reports and views are updated as soon as a record is saved.

Share and collaborate

• User access controls

  Determine who can view and modify sensitive information

• 24/7 access to centralized information

  Online access helps team members work more productively and collaborate faster

Sales Management Applications

• Sales Opportunity Tracker

  Empower your sales team with the ability to manage accounts, contacts, opportunities and activities with an online CRM.

• Track Team Pipeline

  Keep your sales opportunities on the move with sales management software that gives you visibility into your sales pipeline.

• Manage Your Sales Team

  Monitor sales rep performance with sales management software that allows you to follow your team's deals from source to close.

• Sales Force Automation

  Complex sales process? Sales force automation provides a comprehensive view of your customers, opportunities, and salespeople.