Professional Services
Acquire and retain more customers with our easy-to-use CRM designed specifically service providers and at one simple price. Automate your marketing and sales force, manage customer service, track emails, and much more — from your desktop, smartphone or tablet. Plus, easily connect with your other critical business apps.
Functions
Sales Force Pipeline Management
Shorten the sales cycle with proactive management of your entire sales pipeline. Personalise each stage in moments and add as many steps as you need — and see your entire pipeline process at a glance.
Sales Forecasting
Personalise the way you consume sales information with intuitive sales force reports. Track critical metrics like probability of close. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel or rep.
Lead Management
Ensure no sales opportunity goes to waste with automated lead management. Track the status and source of every lead — and route leads by specific territory or agent while the prospect is still warm.
Get Organised
Store all your contacts, notes and key documents in one place — and never waste time hunting down a communication again. Perform quick searches by company affiliation or case number while on the phone. And recall favourite searches at a click.
Action Plans
Action plans allow repeat processes to be easily set up, such as follow-up appointments and tasks with automatic reminders sent to the right people at the right time.
Business Intelligence
Access timely, accurate insights through visual dashboards, in-depth metrics, and reports. View the sales, marketing and customer service information you need to manage day-to-day operations, refine processes, resolve potential issues and leverage opportunities.
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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