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.