Sales Team Management Software

Sales Team Management Software xsales activities workflow

Sales Team Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.

  • Plan, Assign, Track Review – Calls, Tasks & Visits
  • Send Email/SMS Reminders to Sales Team on Due Time
  • Review Missed or Overdue or Escalated Activities
  • Sales Team Tracking of Daily, Weekly, Monthly Reports

Sales Activities Management

Activities Planner

Plan daily, weekly activities of sales team in list & calendar view.

Daily, Weekly, Monthly Calendar

View sales team plan in calendar, change plans in drag & drop planner.

Email & SMS Activity Reminders

Send Email/SMS Reminders to Sales Team 30 minutes before due time.

Activity History

View all the activities against a specific lead or customer along with user details.

Daily Activity Reporting

Sales team can use mobile app for daily activity reporting along with sales details.

Activities Overdue Escalation

Reports on overdue activities, activities that are not created on leads or opportunities.

Sales Team Tracking Reports & Business Intelligence

Daily Visit Report on Email

Sales Managers will automatically get daily sales team visit report in email.

Daily, Weekly Productivity Report
Telecaller Performance Report

Report to review daily new calls, follow up calls made by telecalling team

Overdue Activities Reports

Reports on overdue activities that are not completed beyond due date/time.

Sales Calls & Follow Up Reports

Daily new & follow up calls report used by telecalling team for daily calls.

Detailed Activity Report

Complete activity details including name of customer, nature of activity with remarks.

CRM Salient Features

Lead Capture

Capture Leads Automatically From Various Sources

Lead Assignment

Assign, Track & Manage Sales Leads with Activities


Manage Opportunities & Sales Pipeline with Stages

Task Planner

Plan Activities to Team with Email/SMS reminders

Email, SMS Alerts

Send automatic & Manual Email/SMS communications

Mobile CRM App

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