Start Page

The Simple Sales Tracking Start Page keeps your most important information easily accessible thru a single screen.

  • Key team and personal information
  • Personal and Team Charts
  • Calendar and Task Reminders
  • Sales Follow Up Reminders
  • Recently Viewed Items
  • Personal Notepad
  • Company Wide Notice Board


Sales Pipeline

Manage sales thru the 3 stage pipeline. Create and Manage Leads, Opportunities & Accounts.

  • For each Lead, Opportunity and Account track details and status information as well as attaching additional information including:
    • Associated Contacts
    • Appointments
    • Notes
    • Tasks
    • Documents
  • Collaborate with Everyone on the Team, Leaving Your Sales Open, or Mark as Closed to Keep them Private
  • Include Expected Close and Follow Up Dates for Accurate Forecasting and Automated Notifications
  • Estimate Low and High Dollar Amounts
  • Track lead source, Status, Scale
  • Recurring Accounts. Perfect for Ongoing Advertising Sales Type Sales, Where Sales Continue to Occur on a Regular, Ongoing, Basis.




Calendar, Tasks & Contacts

Track personal and team calendars, tasks and contacts independently or associate with a sale.

  • Outlook 2007 Plugin to Syncronize your Outlook Calendar, Emails, Tasks and Contact Lists with Simple Sales Tracking
  • Import Contact Lists from Outlook, CSV, etc.
  • Receive Automated Email Reminders of Upcoming Due Tasks and Appointments
  • Just as with Sales, Collaborate With Everyone on the Team, Leaving Your Items Open, or Mark as Closed to Keep them Private
  • Prioritize and Track Task Progress






My Settings

Manager your personal settings and information.

  • Include Email for Notifications by Email.
  • Change Password
  • Set Date, Time-Zone, Currency Formatting
  • Set Commission Rate for Reports & Forecasting