For sales: the follow-up is the sale.
A lot of deals are lost in follow-up. Each salesperson gets a daily goal (30 to start) and a list of customers who need a call today.
What it does
- Showroom visits, test drives, appointments shown and sold units logged as activity.
- Follow-up tasks so an unsold customer gets a call tomorrow and again next week.
- Be-backs visible on the contact timeline: every visit and call before this one.
- A daily goal per salesperson, starting at 30.
- Team performance for the sales manager: days at goal, averages and streaks.
How it works, day to day
A customer test-drives, doesn't buy, and leaves. The salesperson logs the visit and the test drive, and sets a follow-up for tomorrow. Tomorrow it's on their list.
When the customer comes back, anyone who opens the contact sees the whole story: first visit, test drive, three calls, a text. No starting over.
See how it would work at your store.
Book a 30-minute walkthrough of the CRM with sample data and, if you want, a look at your website.