trinitySALES MobileCRM

trinitySALES MobileCRM

Capture Leads-Capture your leads through Quick Leads, Scan Business Cards, Phone Contacts etc.

Plan your Visits-Add Visit plans to Calendar, summary of visits & leads, easy rescheduling & updates

Tasks & Notes- Manage tasks for leads, status updates, prioritize tasks, Personal Notes etc.

Social LookUps-Search lead details & recent updates on social sites like Facebook, LinkedIn etc.

Sales Conversion-Update the lead stages, sub stages, winning probability, realtime progress from field

Eform Updates-Collect organization specific data through customizable forms like Funnel updates

Mobile Dashboards-Gives quick Quarter/Yearly progress overview and KPI status like expected QTD etc.