The intuitive dashboard shows an overview of the number of deals created, won, lost, and prospecting. The Quotes stage funnel shows you the different stages in an informative way to see how many potential customers are in what stage.
The contacts page lists all individual contacts with information such as their name, job title, contact information, company, and stage of deal they are on. The company page complies all information for each individual business.
The deals tab will show you all of the active deals and the stage that each deal is on. Calls, emails and tasks can also be updated for each deal. All added information and changes that employees make in deals is tracked through the Activities tab so employees are always up-to-date on the latest information.
Users have the ability to track all calls, emails and tasks created for companies and deals. Tasks can also be assigned and created as a deal develops. Documents can be stored in the Contacts and Company tab, so users can have access to important files at anytime.
With no information, how do you make informed business decisions? This is why we have the report tab. We have interactive reports to help you see how your deals are doing, giving you the ability to make strategic business decisions.
The Dock 365 Mobile CRM App allows users to have access to contacts, track deals and make create tasks all on the go. So regardless of if your users are in office or on the go, they can access all the information they need to be successful.