Our intuitive dashboard shows you an overview of the number of deals you've created, won, lost, or begun setting up. The Quotes Stage Funnel shows you each stage in an informative way so you can see how many potential customers you have and where they are.
The contacts page lists all individual contacts with information such as their name, job title, contact info, company, and stage of deal they are at. The company page compiles all information regarding a business into one place.
In the deals tab, you'll be shown all of your active deals and the stages they are at. You'll be able to update the calls, emails, and tasks for each deal. All added information and changes that employees make in deals are tracked through the Activities tab so employees can stay up-to-date.
Users have the ability to track all of the calls, emails, and tasks created for companies and deals. Tasks can be assigned and created as a deal evolves. Documents can also be stored in the Contacts and Company tab so users can have access to important files at any time.
How can you make informed business decisions without data? With our Report tab, you'll have access to interactive reports to help you see the progress of your deals - giving you all of the data you need to make strategic business decisions.
Dock 365's Mobile CRM App allows users to access their contacts, track deals, and create tasks while on the go. Regardless of whether they are in or out of the office, your employees will have access to all of the information they need.
We can deliver you a Customer Relation Management Solution that is made to fit the way you do your business. You can get our CRM System completely customized without worrying about any coding processes. When it comes to managing your prospects and customers, no one-size solution works for everyone. You need to find a Customer Relation Management Software that works exactly the way your team needs it. Dock 365’s CRM is powered by Microsoft SharePoint and Office 365. You can expect all capabilities and qualities of a Microsoft solution in our powerful, yet easy-to-use system.
Finding it difficult to track and merge spreadsheets and reports from all the salespeople in your organization? With our CRM System, you will be able to track pending tasks, assess various deals and sales processes, and manage leads from one place. On the other hand, the Office 365 Customer Relation Management Solution assures great productivity and accountability to your sales team by providing features like reminders, automated notifications, and alerts. With the mobile CRM app, you can keep track of all assigned tasks and their deadlines whenever and wherever you want. The mobile CRM app also lets you access all your sales data instantly. What more do you need to stay competitive?