Leads

Leads

Sell more, sell more often and exceed your customers’ expectations with CommTrak’s Leads module.

CommTrak’s Leads module is a sales hub that is designed to empower salespeople to work together, optimise their sales process, forecast sales cycles and provide transparency to management of their customer engagement.

Manage Your Leads

Fast-track sales and provide a better customer experience with the flexibility to send quotes, follow up customers, collaborate on leads and forecast revenue.

Provide accountability and transparency to your sales teams and sales managers for all work that has the potential to generate income.

Report on performance and hold your team accountable using dashboards and reports.

Manage all sales-related tasks from one place.

 

Leads Map View

Map view enables you to visualise the location of your customers, leads and opportunities, while allowing you to drag and drop meetings to help plan your onsite visits.

Sales Dashboards & Reports

Reporting and dashboard visualisations help provide the information you need to make informed business decisions about past, present and future performance.

  • Permissions-based sales dashboards with teams viewing
  • Hold each team member accountable for performing their best with full visibility of salesperson-specific pipelines
  • Report on historic or periodic performance using detailed reports which help you uncover and analyse performance trends
  • Estimate future income using our forecasting dashboards
  • View and manage future recurring income using our trailing revenue dashboards

Quotes

Centralise your quoting functions, stay on top of follow-ups and close more deals – streamline your sales process with powerful quoting tools that help you sell more.

  • Create impressive, branded quotes with our Template Toolkit
  • Add single or multiple items
  • Utilise product grouping and create favourites
  • Track commissions for sales reps
  • Track gross profit by business division
  • Manage suppliers
  • Track recurring income for products and services
  • Track recurring revenue across the business
  • Manage freight pricing

Sales Reps Commissions

Incentives are an important part of driving an effective sales team. CommTrak’s commission tracking allows you to target key sectors or products by customising commission structures and GP targets across your team. That means more motivation and bigger growth.

CommTrak provides visibility of these targets through dashboards and reports, to keep tracking targets and sharing information simple and straightforward.