• Have all your customer and prospect activities consolidated in a single area.
  • Filter by account, contact and employee.
  • Automatically preserve activities, actions, quotes, projects, opportunities and more
  • Access historical activities with a single click of the mouse.
  • Record email traffic.
  • A complete picture of all interaction with your contacts

 
 
 

 

 

Account Manager will track all your customer and prospect activity, from your quotations and business proposals through to your day-to-day dialogues with your prospects. What's important however is that you have this information quickly, whenever and wherever you are in the world.

Because Account Manager will automatically consolidate your historical activities you'll miss nothing.

When others add actions, information or activities, you will still remain on top of your contact information. Be informed before you make that call.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.