A CRM solution that's actually easy to use and affordable.
Our lightweight CRM application template provides all the sales-tracking power and features you need without the unnecessary cost and complexity of brand-name solutions. This simple and streamlined template enables your sales reps to quickly log each activity without slowing down their productivity. It also provides amazing levels of reporting insights, including best customers, most productive sales reps, conversion metrics, individual rep performance versus plan, and more. As with all our application templates, this one is easily customized to meet your exact needs.
1 Tracking Time & Milestones
When it comes to projects, sticking to your timeline is critical. That’s why we’ve built-in several reports to track your time spend on each task, as well as a running total. Flexible status fields also help track your tasks and milestones
2 Automated Reminders
Built-in auto reminders make sure your team doesn’t drop the ball on follow-up activities. Use the ones included in this application template, or add your own. There’s no limit.
3 Reporting & Collaboration
Keep your project team up-to-date and connected using the built in reporting views. You can even organize discussions around key milestones or activities.
1. Scroll up and down the starter dashboard
This will give you a "big picture" perspective on the info tracked in this app
2. Click the button that says "add opportunity"
This app revolves around opportunities! You'll link each opportunity up to an Account, and you'll have Activities linked to it.
3. Highlight the Opportunity you just added by moving your cursor to the "Pipeline" chart on the dashboard
Click the colored segment of the chart that represents our new Opportunity and you'll drill-down straight to it!
Installing or building your own Lightweight CRM is fast and easy, requiring zero technical knowledge. To learn how, visit our Getting Started pages or simply sign up for a free trial.
So that's TrackVia, now it's time to see for yourself and... sign up for a free trial.