Prospecting and Activity Management

A simple but effective means to store prospects and record activity on them.

We provide
  • A central store of prospect and client information, allocated to resources
  • A means to store 'notes' against each prospect, including whether contact made was:
    • Initial contact
    • Ongoing contact
    • Sales Interview
    • Quote being created - with potential income
    • Sale made - with income applicable
  • Next contact due

The Activity Management elements of WORK iT ONLiNE provide:
  • Centrally located prospect store, accessible anywhere web access is available
  • A notes facility, allowing progress with each prospect to be recorded
  • A means to issue an email with one click from the register
Prospecting

Get Started Today

We will get you up and running within 24 hours.