Sales Lead Tracking
WorksIQ will help you manage your sales pipeline, uncover new opportunities and close the deals you are working on.
Working your leads is easy, you can quickly store notes & attachments, send emails and set follow-up actions. Email alerts keep you informed when you are out of the office so you never need miss a scheduled call or new opportunity.
Drill-down dashboards provide you with up to date sales forecasts for the month, quarter and financial year ahead. You can even reorganise your leads on the fly to help focus on your best opportunities, new prospects or whatever is most important to you.
WorksIQ gives you a complete view of the accounts you are working on. The optional Service Desk module allows you to see any issues that may be affecting your sales opportunities or contract renewals.