About Engineering & Sales
Acclivity CRM provides an out-of-the-box engineering and sales solutions, that is functional and feature rich. Configurable and customised to fit any business. It manages your processes from forecasting, quotations, orders to customer account management.
Functions
Sales Pipeline Management
Shorten the sales cycle with intuitive, proactive management of the entire sales pipeline. Personalise the stages in the sales process. See at a glance where you are at each stage.
Contact Management
Have all your contacts, notes, documents and history of interaction between the business and contacts in one place. Be able to perform quick searches by specific data or information. And create favourite searches at a click.
Customer Service
Maximise satisfaction and drive repeat business with customer support and case management tools that help resolve issues quickly. Use the knowledge base to share successful solutions as well as product-specific details across your team. Ensure every interaction is resolved efficiently regardless of source by tracking case assignments and escalations.
Dashboards and Reports
Get real-time visibility into performance across service, sales and support. Easy to understand information through a graphical dashboard personalised with your chosen metrics. View real-time snapshots of your service responsiveness.
Action Plans
Standardise your processes to use known success plans, promote consistency and best practice with re-useable action plan templates. Customise templates with unlimited appointments, to-dos and reminders. Then apply them to a user or opportunity.
Document Library
Have a central repository for all your documents, information, marketing material, and templates in one location. Eliminate time on retrieving and sending.
THERE’S SO MUCH MORE TO LEARN!
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What Our Clients Say
“Acclivity CRM and the Maximizer tool have become an important part of the Women’s Mini Marathon operations. All our data is now fully integrated and live in this CRM, which means our teams have immediate access to all our event and participant information both in our office and remotely. This results in a more transparent, professional and structured approach to event operations and communicating with our participants and stakeholders. We are benefiting from the solution across our entire business.”
David O’ Leary | General Manager
DSD Events
“Acclivity CRM quickly identified our need for a fully integrated solution which would enable us to manage and monitor our residential development sites and oversee the construction process more efficiently. We have been very impressed with team’s ability to customise the solution to our evolving needs. From the initial contact through to the smooth onboarding process, the level of expertise, proactive engagement, and competitive costing we experienced with the Acclivity CRM team totally exceeded our expectations.”
Enda Higgins | Marketing & Communications Manager
D|RES Properties
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