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CRM

Dock 365's CRM is built to make deals easy. We've taken all of the best features from around the industry and implemented them into our CRM. Our goal is to help you promote informed business decisions, improve customer relationships, and drive sales.
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Features

Dashboard

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.

Companies and Contacts

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.

Deals

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.

Track Activities

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.

Reporting

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.

Mobile CRM App

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.

CRM- Made to Enhance Your Business's Sales Productivity!

With completely customizable features, your CRM will be set up to work for you.
Dashboard
Contact Details
Deals
Tasks
Dock 365 CRM Dashboard
Dock 365 CRM Contact View
Dock 365 CRM Deals
CRM Task

CRM- Made to Enhance Your Business's Sales Productivity!

With completely customizable features, your CRM will be set up to work for you.
Dock 365 CRM Dashboard

Dashboard

Dock 365 CRM Contact View

Contact Details

Dock 365 CRM Deals

Deals

CRM Task

Tasks

Dock 365 - CRM-1
Overview
Dock 365 CRM Solution

A CRM Custom-Built for Your Business

We can deliver you a CRM 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 customersno one-size solution works for everyone. You need to find a CRM 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.

Manage Leads the Way You Want

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 CRM 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?

Increase Sales Productivity and Win More Deals.

Learn how we can help your company track contacts, activities, and close more deals.

Schedule your free demo today, or get a free trial.
 
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Dock Custom Relationship Management System