The simple way to manage your sales prospects
Available in REC+ or standalone with non-REC websites
Track and manage campaigns, prospects and quotes through your sales funnel to conversion. Send low cost email campaigns and receive alerts when prospects open proposals.
Add prospect records, assign to owners, tag to campaigns, tag users
Record sales revenue and when it will turn up
Add watchers so they are informed as the prospect progresses
Mark important prospect records for easier tracking
Add next action dates and reminders so you never forget a call
Upload and store proposals and email them to prospects
Easily search by salesperson, dates, revenue, margin, tags and groups
See a timeline of all prospect records and comments on the user’s record
View individual, team and overall sales performance on dashboards
Send low-cost bulk email campaigns
Receive alerts when prospects read your emails
Record email interactions on each prospect for a full picture of what’s said
View a timeline of activity for each prospect to avoid nuisance calling
Use Dashboards To Manage Your Opportunities & Agent Performance
Configurable Search Via Tags & Groups
We now also have an "Unassigned" tab in Prospect Manager in case you've removed any of the customers or owners for a quote and you need to assign them to another customer or owner.
Prospect Manager CSV / Spreadsheet Export
Above the table of results/quotes shown to the top right you'll find an Export Results button that will download a CSV of all the quotes found based on your currently selected filters letting you work locally with the quotes as needed.
Against each quote in the results table there's a checkbox to allow you to batch select them.
Scroll to the bottom of the page and you'll find a way to batch delete or batch update the selected quotes, such as changing their owner or status on mass. Or deleting duplicate/erroneous quotes.