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CRM

Dock 365's CRM is built to make deals easy.  We've taken all the best features out there and implemented them with our CRM.  Our goal is to help you improve customer relationships, drive sales, and promote more informed business decisions.
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crm-2

Features

Dashboard

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.

Companies and Contacts

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. 

Deals

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.

Track Activities

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.

Reporting

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. 

Mobile CRM App

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. 

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

Increase sales productivity and win more deals.

Learn how your company can track contacts, activity, and close more deals.

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