We Are Excited To Announce. . .

by | May 21, 2018 | 0 comments

iSOFT Systems is excited to announce that development has just begun on Sales Tracker for AccountMate!

Sales Tracker for AccountMate will be the only CRM solution built to run inside of AccountMate and have full mobile access within AMmobile. 

Some of the features that you can look forward to upon initial launch are: 

Dashboard

  • View tasks, leads, prospects, customer quotes, and orders at a glance with the ability to drill down for more detail
  • Shortcuts for creating new leads, prospects, customers, quotes & orders
  • Shortcuts for maintaining leads, prospects and customers
  • Shortcuts for amending quotes and orders

Leads & Prospects

  • Keep your leads and prospects in a file that is separate from AccountMate’s customer file
  • Track the source & status of your leads and prospects
  • Create Quotes for prospects and keep them separate from AccountMate’s quotes
  • Convert Prospects to Customers and send selected quotes to AccountMate when ready
  • Easily review related tasks for leads, prospects, customers & contacts
  • Various leads and prospect reports

Tasks

  • Schedule tasks with customized priority, follow up category (call, visit, etc.) & status 
  • Track due dates and expected duration
  • Assign tasks to others
  • Relate tasks to customers, prospects, leads, contacts, quotes, orders, invoices, and/or other tasks
  • Add attachments
  • Activity log report

General

  • Full integration with AccountMate and AMmobile
  • Extensive user rights that mimic AMmobile user rights
  • No need to purchase AMmobile to get Sales Tracker for AccountMate

We would like your input on additional features, feature implementation, and must-have functionality.  Feel free to contact us with any suggestions you may have!


References

iSOFT Systems Newsletter (2018, May 14). Announcing Sales Tracker for AccountMate!

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